This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in!
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00:00 Introduction
01:49 Inflation
06:38 Why Are Financial Conditions Loose?
14:51 Aura Ad
16:09 Mantra Ad
17:15 The Script: The Only Way To Kill Inflation
20:48 Stock Market Melt-Up
30:10 Is The Banking System Healthy, Or Not?
36:32 Looking Ahead To FOMC
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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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