In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact of the dollar wrecking ball, and whether an inflation resurgence is possible. We also delve into the December Fed decision, the oil market, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:05) Powell's Policy Mistake
(10:02) Why The Fed Cut 50 Bps
(14:04) Reason For Economic Resurgence
(17:56) The Dollar & Fiscal Red Bull
(26:24) Ads
(28:26) Inflationary Concerns Maxed Out?
(34:49) The Dollar Wrecking Ball
(44:29) December Fed Decision
(47:14) The Oil Market
(52:01) Peace Dividend
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
