The Compound and Friends cover image

Bearish but Priced In

The Compound and Friends

00:00

The Fed's Duration Mismatch

The Fed has the biggest Duration mismatch of all of any bank and I think it could become a political issue that in terms of the Fed Seeing its independence a road over time. They are the ones that that hiked the rates So they knowingly Generated this huge trillion dollar paper loss in their own portfolio.

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