Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Antonio Del Favero, a macro strategist at Macro Hive with experience at top hedge funds, dives into the dynamics of the US economy and labor market. He discusses the implications of recent unemployment trends and the potential soft landing for markets. Del Favero highlights the shift from housing investments to equities amid rising credit card delinquencies and inflation risks. He also shares personal investment insights and essential career advice, urging alignment of one's career with passion for better financial stability.