The David Lin Report Fed's Bold Announcement: Powell Makes Shocking Economic Forecast | Lobo Tiggre
Jun 20, 2025
Lobo Tiggre, the founder of The Independent Speculator, dives into the Fed's latest decisions and their implications for the economy. He discusses the shift toward stagflation and critiques the Fed's transparency. Tiggre analyzes the impressive performance of silver and the complexities of gold's price dynamics amid geopolitical tensions. He emphasizes the importance of due diligence in investing and shares insights on the promising trends in the uranium market, highlighting the critical factors for success in resource investments.
AI Snips
Chapters
Transcript
Episode notes
Fed Signals Stagflation Risk
- Powell’s admission about inflation from tariffs is notably strong and rare for a Fed chair.
- The Fed anticipates stagflation: weaker growth paired with rising inflation pressures.
Inflation Expectations Goalposts Shift
- Powell moves goalposts when discussing inflation expectations, focusing on long-term rather than near-term.
- Actual long-term expectations seem far from the Fed’s 2% target, raising questions on data transparency.
Tariff Inflation Delayed
- Inflation impact from tariffs is delayed due to stockpiling and uncertainty around tariff levels.
- Front-running and legal challenges cause producers to delay raising prices, postponing inflation effects.