

Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
6 snips Dec 16, 2023
Michael Lebowitz, Lance Robert's portfolio co-manager, discusses the Federal Reserve's surprising guidance on interest rate cuts. He questions the reasons behind the swift change and speculates if the Fed is hiding a potential recession. Lebowitz and Adam Taggart also explore the future of inflation, interest rates, liquidity, and the outlook for bonds, stocks, and the markets. They conclude by sharing their firm's latest trade.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 6min
Fed Chair Statements and Market Uncertainty
05:35 • 23min
The Dangers of the Interconnected Derivatives Market
28:54 • 2min
Speculating on the Federal Reserve's Motives and Actions
30:43 • 2min
The Importance of Liquidity in the Markets
32:43 • 19min
Bonds and Inflation
51:30 • 20min
Unusual Consumer Behavior and Concerns about Future Monetary Interventions
01:11:29 • 2min
Non-Financial and Non-Monetary Investments to Consider
01:13:07 • 2min
The Importance of Social Connections and Loss of Family
01:15:24 • 12min