What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
Excess Returns
00:00
Is the Fed Going to Stay Ahead?
There seems like there's a pretty wide divergence about what the Fed should do here in the next meeting. Some people think they might go 50 basis points, although that's come down quite a bit. And then I've heard others say, you know, they shouldn't do anything at the next meeting and sort of let this sort of cycle through all the derivative effects of this kind of cycle through. Yeah, they're super screwed. So on the one hand, the Fed is being very prudent in that they're being like, look, we know this risk, we know what the data looks like right now. But if by year end, inflation hasn't started to moderate down to like,
Transcript
Play full episode
