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#1223 Jeff Weniger On State Of The 2023 Macro Economy
The Pomp Podcast
The Importance of Timing in Interest Rates
The odds are that this theory is wrong. But here's the theory. Your Jay Powell, the SPAC boom, the Rivian IPO, the speculative excesses, GameStop, it's unbelievable. It's unbelievable that they were engaging not only not QT, but active QE during all this. And now there's egg on their face. I don't want to go down in history as the person that led inflation. Now I need to go to complete opposite extreme to redeem myself, Jay Powell, as the new Paul Volcker.
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