The Fort cover image

#287 - Scott Everett - Founder & CEO of S2 Capital - On MF Outlook, FED, Banking Crisis, Capital Markets

The Fort

00:00

The Fed's Guide to Inflation

The Fed guided us to a 1% sofa curve through 2024. In 21 and 22, inflation's running 10, 12, 14%, the Fed is saying, right now we're fighting COVID. We are prepared to stay lower for longer. If you just do nothing, at the time, you are in a 1% T bill and you are getting 10% inflation. So all of your program is completely upside down and destroyed.

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