The Fed’s Fight With Inflation Is Not Over (Here’s Why) | Jim Bianco & Samuel Rines (Camp Kotok)

Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen’s Lodge for the first week of “Camp Kotok.”

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Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC
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Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo

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00:00 Introduction
08:22 The Bond Market
12:45 I'm In The No-Landing Camp - Jim Bianco
17:40 Most Of The Effects Of The Fed's Hikes Have Already Been Felt
18:55 Forward Guidance Is A Problem - Samuel Rines