Joseph Wang, a former Fed practitioner, joins market analyst Thelastbearstanding, macro investor Jonny Matthews, portfolio manager Martin Pelletier, and volatility expert Jem Carson to dissect the current economic landscape. They explore the quirky disconnect between strong growth and persistent inflation. The panel debates the impacts of AI on market dynamics, challenges facing the Fed amidst a government shutdown, and the implications of corporate layoffs. They also tackle housing market bifurcations and the potential end of quantitative tightening, providing insights that are both timely and provocative.
