Forward Guidance cover image

Can Gold Withstand the Liquidity Drain? | Sean Fielder

Forward Guidance

00:00

The Fed's Political Support for Easy Money

Sean, sounds like you're open to the idea of secular inflation. Is that compatible with the previous scenario where the Federal Reserve backs off because asset prices have collapsed? I mean, inflation is still at 8% and the S&P 500 is sold off 35%. Where do you think the Fed goes there? Yeah. So I suspect they continue to raise rates. Do they get to positive real rates? I suspect not. And monetary policy is political.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app