

Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
18 snips Jan 8, 2024
Former Fed trader Joseph Wang discusses his outlook for 2024, including his stock market "crack up boom" thesis and the rise of fiscal dominance. They also dive into the Fed's QT program, the reverse repo outlook, and the impact of broader financial plumbing on markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Supply Chain Disruptions and Inflation
02:24 • 19min
Scenarios for the Bond Market and Its Impact on the Economy
20:55 • 2min
Analysis of Strong Growth, Inflation, and the Weakening Dollar
22:45 • 2min
Upcoming summit, interest rates, and insights from the recent Fed minutes
25:13 • 5min
Federal Reserve's Interest Rate Policy and Balance Sheet Normalization
30:20 • 13min
Draining of the Reverse Repo Facility
43:02 • 18min
The Importance of Fiscal Policy and the Role of the Federal Reserve
01:01:10 • 3min