

Navigating the Powell Pivot
4 snips Dec 14, 2023
Guest
Stephen Stapczynski
Guest
Michael MacKenzie
Guest
Maria Korsnick
Guest
Joel Weber
Guest
Abigail Doolittle
Guests Abigail Doolittle and Michael MacKenzie discuss Jerome Powell's policy shift and its impact on markets. Maria Korsnick talks about nuclear power combatting climate change. Joel Weber and Stephen Stapczynski discuss how traders made a fortune switching off a nation's gas supply.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Federal Reserve Meeting and Powell's Statement
02:16 • 18min
Building More Nuclear Power in the US
20:11 • 5min
LNG Shipments to Pakistan: Implications and Ethical Considerations
24:43 • 11min
Pakistan's Gas Shortage and Challenges in Buying LNG
35:38 • 2min
Rapid Changes in Bond Market and Rate Cut Expectations
37:55 • 7min
Impact of Soft Landing Narrative on Risk Assets and IPO Opportunities
45:08 • 2min