Introduction

The toothpaste is out of the tube and a recession is coming, our economist says. She’ll make her case and look at the path forward for the Fed. Plus, how should investors position for a possible Fed pivot? Ariel Investments’ Charlie Bobrinskoy joins with his take on the value trade. And we’ll speak with Coinbase CEO Brian Armstrong about the recent crypto rally, the regulatory environment, and what a potential bitcoin ETF would mean for his company.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.