The Memo by Howard Marks cover image

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

The Memo by Howard Marks

00:00

Market Expectations and the Fed's Role in Uncertain Times

The market's reliance on the Fed's quick pivot and flood of liquidity during times of crisis may no longer be guaranteed due to potential inflationary problems. The recent window during COVID highlighted this uncertainty as companies panicked and sold. While being a liquidity provider presents great opportunities, it's uncertain if the Fed's intervention will happen as swiftly this time. These changing dynamics will impact market behavior going forward.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app