113. Pullback Coming? Transitory Goldilocks, & Sexy TradFi Price Action
Alfalfa Podcast
00:00
Do You Feel Like the Fed Is Not Going to Pivot Anytime Soon?
I feel like we started with the Fed needs inflation to go down, right? And then in the fall, they started talking about the labor market. I think it's I think now is different from the 70s. It does seem like we had this kind of one time shock because of COVID. What I suspect happens later this year is that we end up having a recession that is catalyzed by another energy shock. The first scenario is most likely and all of them are likely to be delayed somewhat.
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