Forward Guidance podcast

Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

15 Sekunden vorwärts
15 Sekunden vorwärts
Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) VanEck Bitcoin Trust (HODL) Prospectus: __ Follow Alf on Twitter Follow VanEck on Twitter Follow Jack Farley on Twitter Follow Forward Guidance on Twitter Follow Blockworks on Twitter __ Timestamps: (00:00) Introduction (00:24) Debt Service Ratio In U.S. Means Higher Interest Rates Haven't Caused Interest Expense To Skyrocket (02:37) The "Higher Interest Rates Are Stimulative" Argument Has Gone War Too Far (06:45) Outside Of The U.S., Higher Interest Rates Already HAVE Had A Big Effect (08:46) Private Debt, Not Public Debt, Is The Cause Of Most Modern Financial Crises (11:23) Eurozone Countries Can't Print Their Own Currency The Way A Monetary Sovereign Can (14:04) Is Government Deficit The Surplus Of The Private Sector? (21:43) VanEck ad (22:50) Making Money And Being Right Are Often Different Things (25:13) Is Private Sector Investment "Crowded Out" By Government Borrowing? (26:51) The Four Factors That Impact Interest Rate Sensitivity Of An Economy (29:53) U.S. Recession Risk Is Underpriced By Interest Rate Futures Market (32:28) If Nominal GDP Comes In Below Consensus, Stocks Could Rally (Rather Than Sell-off) (37:16) Macro Carry Strategies (42:52) The Case For A Bull Steepener (Short-Term Yields Fall More Than Long-Term Yields) (44:45) Weighing Probabilities Of Soft Landing vs. Recession vs. No Landing __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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