Forward Guidance

The “Short Everything” Trade | Teddy Vallee

Apr 28, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The Fed's Reaction to Inflation
02:55 • 6min
3
The Fed's View on the Economy
08:54 • 3min
4
The Energy Situation in Europe
11:36 • 3min
5
The Importance of Trading Long China
14:34 • 2min
6
The Future of the Bond Market
16:07 • 4min
7
The Fed Not Getting to 3.5% by the End of the Year
19:48 • 4min
8
The Risk of a Powell Pivot
23:33 • 3min
9
The Probabilities of Crude Going to 140, 150
26:15 • 3min
10
The Fed's Neutral Rate Is 2.5%, but It's Down 2.50%
28:47 • 5min
11
The Overshoot to the Upside of QE
33:17 • 2min
12
The Federal Reserve's Plan to Roll Over Its Balance Sheet by 95 Billion Dollars
34:49 • 4min
13
The Fed's Bias on Inflation
38:36 • 3min
14
The Sierra Narrow: How to Balance Crypto and Gold Miners
41:24 • 3min
15
The Fed's Hiking Cycle and Liquidity
43:59 • 3min