The Compound and Friends cover image

Catch a Falling Knife

The Compound and Friends

00:00

Is the Fed Talking Too Much?

It would be a pretty powerful thing to hint at 50 and then do 25. Tell me if there's three more Silicon Valley banks out there, and I'll tell you what I mean. The inversion is pretty extreme here. We could go years on end with macro really being in the backdrop. Right now, it's all you need to know. All you need, if you got the Fed fun story, right? You won.

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