Supply Shock The Market Doubts The Fed | Weekly Roundup
Sep 23, 2023
Fed Meeting and market views on stocks and bonds analyzed. Foreign holdings of Treasuries and inflation uncertainties explored. Anomalies in the economy and market reactions to rate changes discussed. Financial indicators and market trends, including Bitcoin's performance, highlighted. Importance of communication styles and Bitcoin's security budget debated.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Fed Projections and the Disparity with Market Expectations
05:26 • 7min
Understanding the Uncertainty of Inflation
12:04 • 14min
Blockworks Research Offer and Market Reaction to Changes in Rates
26:20 • 3min
Financial Indicators and Market Trends
29:05 • 17min
Observations on the Communication Styles of Smart and Successful People
45:45 • 4min
Bitcoin's Security Budget and Miners' Concerns
49:20 • 29min