Odd Lots

Tim Duy on the Huge Challenge the Fed Now Has in 2022

Feb 14, 2022

52:47

Creator website

Highlights

AI Chapters

Episode notes

Is the Fed Thinking About Financial Stability?

01:34

Is There a Mechanism to Soften Demand?

01:37

Is There a Failure of Traditional Economics to Predict Inflation?

02:33

Introduction

2min

What's Going On?

3min

What Is It About the Pandemic?

2min

Why Wouldn't Things Return to Normal?

1min

Demand and Supply Are Like Two Sides of a Eri

2min

Is There a Way to Have a Labor Market Recovery Without Inflationary Pressures?

1min

Is the Coved Shock a Snowstorm?

4min

Is There a Failure of Traditional Economics to Predict Inflation?

3min

The Pandemic - Is There More Pressure in the Labor Market?

2min

10.

I Think the Fed Did Not Really Adjust Their Teir Models as Quickly as They Should Have.

1min

11.

Do You Always Get Catched Fighting the Last War?

2min

12.

Is There Something About the Fed Structure That Makes It Harder to Pivot as the Data Changes?

2min

13.

What the Fed Should Be Doing Now?

2min

14.

Should You Start Out With 50 Basis Points a Yo?

2min

15.

Wage Growth and Inflation in the Pre-Recession Period

2min

16.

Is It a Policy Error?

2min

17.

Should We Be Aiming for Something Other Than Two % Inflation?

2min

18.

Do You Think the Fed Really Can't Target Average Inflation at Two %?

2min

19.

What Can We Expect From a Fed Rate Hike?

2min

20.

Is There a Mechanism to Soften Demand?

2min

21.

You Love Country, Come Talk to Chuck

2min

22.

Is the Fed Thinking About Financial Stability?

2min

23.

What's the Impact of Quantitative Tightening?

2min

24.

Do Inflation Expectations Matter?

3min

25.

Long Term Inflation Expectations Are Lagging

2min

26.

Is There a Potential Here to Get to a Better Place?

2min

27.

Is It a Good Thing?

2min

28.

Is This Going to Be a Tough Year for the Fete?

2min

29.

The Fed's Point About Monopsony in Big Companies and Pricing Power

2min

30.

Get Real With Caroline Hobby Podcast

2min

As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big time. Traders are betting on more and more hikes, with a distinct possibility of a 50 basis point hike in March. So the question is, can the Fed hike in such a way that it tamps down inflation while not causing a recession? On this episode we speak with economist Tim Duy of SGH Macro Advisors and the University of Oregon, on the huge challenge facing the Fed this year.

See omnystudio.com/listener for privacy information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Odd Lots

Tim Duy on the Huge Challenge the Fed Now Has in 2022

Is the Fed Thinking About Financial Stability?

Is There a Mechanism to Soften Demand?

Is There a Failure of Traditional Economics to Predict Inflation?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights