Real Vision: Finance & Investing #964 - What the Fed Means For Your Money | With Sven Henrich
Jan 31, 2024
Sven Henrich, founder of NorthmanTrader, discusses the Fed decision, interest rates, stock rally, stock market concentration, and behavior of the VIX index. He also shares insights on personal finance and achieving financial freedom.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
The Gap between Federal Reserve Forecasts and Market Expectations
05:10 • 10min
Analyzing the Implications of Fed Actions on Interest Rates and Bond Yields
15:35 • 4min
Analysis of Stock Rally and Warning Signs in the Market
19:20 • 4min
Stock Concentration, Government Spending, and the Tightening Cycle
23:48 • 3min
Suspicions about the Market and Behavior of the VIX Index
26:37 • 10min
A Conversation About Personal Finance and Achieving Financial Freedom
37:01 • 2min