The Fed Is Not Going to Be Successful, Is It?

I think we need to work off some of that pent up demand to actually see some normalization. I don't think we need have the fed put the brakes on, necessarily, just yet. And i was a so conditioned to see velocity not increase despite my perception of money supply increasing. But it's all coming home to roost simultaneously. It's that flipping of the light switch, as opposed to a gradual ramp like we it was a shot in the arm,. Like pun intended liquidity coming into the system, stimulus tracks, and a couple of doses, and a booster on top of it, right?

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app