AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Capital Allocators – Inside the Institutional Investment Industry
The Fed's Fiscal Policy Is All in as Far as the Eye Can See
US households in particular are not stupid. They can see around them that inflation's going up and guess what? A vast number of them turned out their funding, which was very smart indeed. This is a US economy that is still on fire. The pass through effect this time, if the Fed's going to succeed in bringing inflation down back to target levels, it's going to have to be more persistent and more hawkish than any of us have experienced. And there is no overstating the profound impact of this inflation reduction act. It is just starting to be felt.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode