AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
#1186 Darius Dale on Bitcoin Rally, Interest Rates, Inflation, & Banking Crisis
The Pomp Podcast
The Fed's Desire to Get the Inflationgenie Back in the Bottle
The Fed doesn't want that to happen because it's part of their mandate. The bottom market thinks the Fed is going to put the inflation, Jeannie back in the bottle. That's why we still see interest rates with a three handle on the 10 year,. But ultimately, if the Fed, if the bottom market is wrong on that expectation, then we need a significant reprising higher across the entire interest rate curve. Ultimately, that's going to be extremely bullish for asset markets.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode