Will the Fed Thread the Needle? with Itay Vin...

A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really about whether markets or politics get to define truth. They explore why AI-powere ...  عرض المزيد

Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment. A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-level clash over Fed independence—plus what a Kevin Warsh Fed might actually do und ...  عرض المزيد

Stig brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they discuss how the Fed went broke and what the implication is for us as investors.  IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:28 - What is on the balance sheet of the FE ...  عرض المزيد

On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down why it feels like the Fed broke something, and what it means ...  عرض المزيد

Carolyn Sissoko, senior lecturer at University of the West of England, joins Forward Guidance alongside Joseph Wang, CIO of Monetary Macro and author at FedGuy.com, to discuss the Federal Reserve’s public acknowledgement that it may cut interest rates in 2024, the collateral supp ...  عرض المزيد

Jay Powell announced his central bank is satisfied (enough) with the economy's direction. Thus, the Fed will soon be 'tapering'; lessening the 'monetary stimulus'. What did bond-money markets say? Did they have a tantrum? No, because they don't believe what Jay believes.