4min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Fed's Inflation and the Stock Market

The Federal Reserve essentially was caught off guard, just the sheer amount of inflation that we've seen. It's an 18-month lag before interest rates really start to bite the economy. This has been a recession that analysts have been calling for two years. In our models, we're slightly underweight stocks, but it's been incredibly fascinating three years.

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