MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
Macro Voices
00:00
Interest Rates and Equities
The speakers discuss the relationship between interest rates and equities, arguing that the increase in interest rates suggests overvaluation in the stock market. They predict a decline in valuations as stocks reflect the higher discount rate. They also mention the possibility of a soft landing in the economy.
Transcript
Play full episode
