3min chapter

Forward Guidance cover image

The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

Forward Guidance

CHAPTER

The US Consumer Pushes Through the Recession

I could see the Fed raising rates one more time this year. I know it's an election year, but I don't think that will stop them at least early on in the cycle. What does this mean for equity investors? If you look at University of Chicago and Ibitz and Associates, they've done some long term studies on the stock market,. It averages about nine percent year over year gains in the stock market. We used to use the term Tina. There is an alternative prior to the pandemic before we had zero interest rates. So if you wanted to be out of equities, you got nothing. Or very low interest rate. Two thirds of the stock markets gain with

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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