AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Fed's Bias on Inflation
I think it's going to be very difficult for Powell to backtrack on the current path, especially when we're one to two hikes and into the hiking cycle. So I think his bias has to be negative. Down 30%, maybe he says, look, we break even inflation expectations have come down significantly. And what do you do if that actually happens, Teddy? I think you buy gold and gold miners.
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