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

The Fort

CHAPTER

The Fed's Decision to Reverse QT

The only reason we survived kind of that March timeline when everything started getting wonky in April, the treasury general account pumped like trillion dollars into the liquidity system. The last thing they want to do right now is go out and try to jump up new business. It's all about bat and ama hatches protect the moat and survive. That generally is going to lead to a pretty significant credit crunch. And so I think I think with credit evaporating, that will be the final straw.

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