Dan rasmason was one of the guests on her show, and he likes to look at the high yield spread. And i think it's a good indicator because it's also one of h indicators that the fete looks at. The fed is raising rates, trying to what they would say, it's called tightan financial oditions. Mo logically, it's a tool that can be used in both ways. You have a wealth effect to booth is growth and on. You can have a reversed wealth effect to tame inflation and tameuflation. It has not deen so solewo continue to hike. I ight think we have more pain ahead.
IN THIS EPISODE, YOU’LL LEARN:
02:08 - What the Federal Reserve is, the role it plays in the overall economy, and what their dual mandate is.
12:07 - What quantitative easing is and how it affects the prices of assets.
31:35 - Whether liquidation events are a buying opportunity or not for long-term investors.
33:33 - What the repo market is, and why you should care about it.
40:31 - How the stock market affects the Federal Reserve’s decisions.
43:32 - What CBDC’s are and what role they might play in the future.
47:54 - Joseph’s thoughts on what a global macro restructuring might look like.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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