Forward Guidance Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
112 snips
Sep 19, 2025 This week, the conversation dives into the Fed's recent rate cut and its implications for a K-shaped economy. The hosts analyze why the dollar seems to be bottoming out while exploring gold's comforting presence in uncertain times. Bitcoin's intriguing correlation to gold is highlighted, alongside concerns about private credit undermining public markets. A thought-provoking discussion on the widening gap in the economy and generational politics adds depth to the analysis, wrapping up with a note of optimism.
AI Snips
Chapters
Transcript
Episode notes
Hosts' Travel And Studio Chatter
- Hosts banter about studio changes and travel plans, humanizing the show.
- Tyler mentions upcoming Origin Summit panels and fireside chats in Seoul and London.
Fed's Dovish Pivot Explained
- The Fed raised growth forecasts yet increased expected rate cuts, signaling a deliberate dovish pivot.
- Quinn calls this a policy to grow out of wartime debt with negative real rates and nominal growth.
Nominal Growth As A New Mandate
- Quinn argues the Fed's new stance prioritizes nominal growth to delever government debt.
- He says markets are now a political utility and policy supports asset prices.