Is a recession imminent? What will the impact be on asset prices - and to what degree would it cause the Federal Reserve to stop tightening monetary policy?
Today Jack welcomes Joseph Wang, former senior trader for the Federal Reserve, and Eric Basmajian, founder of EPB Macro Research, to answer these very important questions.
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Joseph’s writings can be found at https://fedguy.com/
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Timestamps
00:00 Introduction
02:00 Economic Growth Is Stalling
05:00 What Is A Recession?
07:22 The Fed's "Unconditional" Commitment To Fight Inflation
09:20 Odds Of A Soft Landing
17:36 Timeline of a Recession
24:28 Fall Of The Commodity Complex
32:13 Demographics and Inflation
41:45 Bank Lending's Role In Inflation
53:45 Conclusion
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Disclaimer: Nothing discussed on Forward Guidance 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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