Excess Returns  cover image

Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan

Excess Returns

00:00

Intro

This chapter explores the relationship between slower economic growth and inflation control, analyzing economic policies and their effects on the stock market. It critiques the Federal Reserve's balance sheet management and considers the role of political and fiscal changes on market conditions.

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