We Study Billionaires - The Investor’s Podcast Network BTC091 (Part 2): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
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Aug 17, 2022 
In this insightful discussion, Joe Carlasare, an expert in financial markets, and Jeff Ross, a skilled investment strategist, delve into key economic trends. They tackle the implications of an inverted yield curve on market stability and explore inflation's grip in the UK and the Federal Reserve’s strategies. The duo examines current conditions in China’s real estate market and how oil prices can signal economic shifts. Their predictions for Q4 cover liquidity challenges and unusual market psychology, making this a must-listen for investors.
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Eurodollar Futures Curve Inversion
- The Eurodollar futures market suggests that the majority of Fed rate hikes will be done by end of year.
- However, recent market activity indicates potential rate hikes continuing into Q2 2023.
UK Inflation and Fed Pivot
- UK inflation hit double digits, raising concerns about US inflation print and bond market reaction.
- Speakers believe the Fed won't pivot, as it would be disastrous, causing long-end yields to explode.
China Real Estate Inevitable Downturn
- China's real estate market downturn was predictable due to overbuilding and easy lending practices.
- The current situation reveals underlying weaknesses, similar to the aftermath of COVID-19 stimulus.