Interview: "Forward Marginal Guidance" with Mike Ippolito and Jack Farley.
What a treat to talk to two of my favorite podcasters on today's FOMC, the Yield Curve and past Bear Steepenings, Inflation, USD Wrecking Ball, implications of H4L on broader Risk Assets, etc.
In this far-ranging discussion with two of my favorite podcasters we cover:
Powell's FOMC press conference
The recent Bear Steepening and its impacts on other sectors
Relative US Economic Resilience and why that leads to a resurgence of the USD Wrecking Ball
Long/Short Duration Strategies
YouTube:
Keep reading with a 7-day free trial
Subscribe to Kaoboy Musings to keep reading this post and get 7 days of free access to the full post archives.