Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint.
Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind the curve again.
We discuss inflation, oil, labor supply, neutral rates, risk assets, the dollar, commodities, and why the melt-up may continue. Enjoy!
TIMESTAMPS:
00:00 Intro
02:53 Why Is Growth So Strong?
07:31 How Forward Guidance Drives Policy
11:53 Ads (Fidelity Crypto)
12:45 Why Oil Hasn’t Broken Growth
19:02 Why Inflation Won’t Die
21:52 What Warsh Changes At The Fed
29:54 Ads (Fidelity Crypto)
30:38 Why The Fed Is Always Late
36:45 The Fed’s Neutral Rate Mistake
43:05 The Melt-Up Trade Setup
48:57 Where To Find Danny
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SPONSORS
› FIDELITY CRYPTO
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DISCLAIMER
Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
