Interview: Forward Guidance with Jack Farley / BTFP does NOT mean BTFD!
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KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics.
I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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Interview: Forward Guidance with Jack Farley / BTFP does NOT mean BTFD!
Bank crisis ring-fenced -> Fed's Inflation fight not over ->BTFP ≠ BTFD -> China's hidden debts -> USD Wrecking Ball.
Always a pleasure to be hosted by Jack Farley:
Just aired - @UrbanKaoboy on:
- bank crisis could already have ended
- Fed's inflation fight is not over
- BTFP ≠ BTFD
- China's hidden debts
- U.S. Dollar wrecking ball
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