AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
I Don't Fight the Fed, Right?
i think it's very bold to be bullish at a time when the fet isn't tightening yet. It feels like everything is sort of being driven by macro at the moment, but no one really knows what the macro picture is going to shake out as right? Cause either you have inflation continue, or you get a big recession because the fet is raising rates and trying to cut demand and bring prices down that way. Or, you know, i think the nightmare scenario for a lot of people is that you get both those things.