Brian Nick, Trahan Strategist, discusses the market's changing perception of higher rates and the potential impact on the economy. They delve into Trahaun's macro research and the development of a specialist designation curriculum. The podcast also covers the Fed's monetary policy, the outlook for the economy, and the use of quantitative easing and tightening. They analyze the influence of Fed funds futures on the communications strategy and discuss living in the US and fascination with Finland. They also touch on oil bottoming, market breadth, US dollar strength, and Bitcoin's breakout.
