Eurodollar University cover image

The Worst of the Eurodollar Downturn is Still Ahead [Ep. 286, Eurodollar University]

Eurodollar University

00:00

The Down Turn, Jeff, Isn't a Benign Slowdown.

Here's the irony, jeff, when she says we're returning to something more normal. You know, if what if the robust job growth gains were not job growth? And that the price pressures from the supply shop cut off demand for all these companies.? Companies aren't conflicted at all. They're just simply reverting to that mean where normal in this other mean does not mean something that the politicians in the federal reserve think is normal. Unit root type, unit root type. Jeff, i'm going to have to throw in that illustration with the ship heading towards the unit root iceberg. Another fantastic david parkins thumb nail with it. Ok, let's see. I'm buying time

Play episode from 08:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app