Today’s interview is sponsored by Public. You can go to Public.com, purchase Treasury bills in seconds, and you may be able to earn some of the highest yields we’ve seen since the year 2000. Go to https://public.com/forwardguidance to get started.

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On today's episode, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves Head of US Macro Strategy at MUFG for a discussion on what to expect from the Fed, economy & markets in 2024. Will the Fed be able to avoid a recession as markets price in a soft landing? To hear all this & more, you'll have to tune in!

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This podcast is sponsored by Public. Rate discussed is gross of fees. All investing involves risk of loss and past performance is not indicative of future results. Treasuries on Public are available to US members only. Brokerage Accounts for treasury securities are offered by Jiko Securities, Inc. (“JSI”) member FINRA and SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. Banking services and the Bank Account are provided by Jiko Bank, a division of Mid-Central National Bank. Full disclosures can be found at https://public.com/forwardguidance.

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Follow George on Twitter: https://twitter.com/bondstrategist

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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london

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Timestamps:

(00:00) Introduction

(00:38) What To Expect In 2024

(07:52) Fed Rate Cuts In 2024

(14:35) What Caused The Powell Pivot?

(28:38) Will The Fiscal Support End In 2024?

(42:55) Recession vs The Soft Landing

(50:23) Heading For A Credit Event

(54:39) Positioning Into 2024

(57:32) Quantitative Tightening

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Emotional intelligence & psychological safety w/ Kelly Newman