Unusual Whales

Unusual Whales Pod Ep. 30: Fed FOMC Pause Continues, Treasuries, Bonds, National Deficit, and Macroeconomic Outlook

Nov 1, 2023
In this podcast, Joseph Wang and Lyn Alden discuss a range of topics including US Treasuries, Bonds, the national deficit, and the macroeconomic outlook. They delve into the impact of systematic portfolio rebalancing on asset trading and returns, the US inflation rate and the Fed's mandate, and the tug of war between fiscal and monetary factors. The conversation also covers Drucken Miller's views on interest rates, debt-fueled growth and its impact, the impact of reverse repos on financial conditions, and gratitude and perspectives on the macro outlook and trading.
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