Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
Macro Hive Conversations With Bilal Hafeez
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Central Bank Policies and Market Dynamics
The chapter explores central bank policies, focusing on interest rates, inflation targeting, and the Bank of Japan's approach. It discusses the impact of inflation on monetary policy, interest rate hikes, and the stock market, as well as the market's anticipation of central bank actions. Additionally, the chapter delves into the dynamics of bond markets, financial stability, regulatory policies, and potential outcomes for assets like Bitcoin and tech stocks.
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