AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger
Forward Guidance
Is Consumer Price Inflation Extinct?
Central banks injected enormous amounts of liquidity into the system, and that provided a tremendous tailwind for all asset prices. It's very logical to believe that as they extract liquidity in an effort to rein in inflation around the world, that would provide a tailwind against asset prices of all stripes. And that's exactly what we saw. Everything that basically was the beneficiary of the ocean of liquidity has started to come down. The Fed just started to allow $85 billion a month of bonds to roll off their balance sheet starting in September of last year. European Central Bank will start allowing 15 billion euros per month to roll off starting an upcoming March.
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