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3min chapter
Catch a Falling Knife
The Compound and Friends
Don't Fight the Fed on the Way Up
The Fed provided an accommodative environment after the pandemic. Insane amount of bond buying, they did more bond buying in six weeks after thePandemic than they did in nine years combined. So if you just kept it simple to that, then you don't want to fight the Fed on the way up and on the way down. Consumers are fighting the Fed. But they're not changing their habits. They answer your question, when did everyone become so obsessed with macro?
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode