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This week, Joseph Wang CIO at Monetary Macro joins the show to discuss the latest in markets after Jerome Powell's FOMC conference.
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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Timestamps:
00:00 Introduction
00:41 Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"
07:51 Joseph's View On Asset Prices
10:04 Joseph's View on Rates
20:52 Vaneck Ad
21:37 The Plumbing Of How The Government & Fed Prints Money
32:41 Treasury Issuance (QRA, Quarterly Refunding Announcement)
39:01 Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024
44:57 Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)
49:31 Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets
52:19 Concentration of Stock Market Rally
01:00:12 Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)
01:02:44 Closing Thoughts: Plumbing People Are Not Always Bearish!!
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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