Unhedged Is Fed policy working?
May 2, 2024
Discussion on the Federal Reserve's decision to hold interest rates, concerns about inflation surpassing 2% target, shorting Starbucks, analyzing Ray Dalio's bet on civil war, and exploring the impact of rising prices and potential civil war on the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Understanding the Fed's Approach to Inflation and Financial Conditions
01:36 • 10min
Federal Reserve's Cautious Approach to Inflation and Future Choices
11:46 • 2min
Economic Impact of Rising Prices and Potential Civil War
14:04 • 3min
Analysis of Political Disagreements and Credit Risk on Treasury Bonds
17:29 • 2min