On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jesse Felder, author of The Felder Report. Felder argues that a strong dollar, severe interest rate spikes, and surging commodity prices indicate that a deep earnings recession is on the horizon.
Felder explains why he thinks a Fed pivot is likely and fleshes out his macro thesis on stocks, bonds, and precious metals. For details of Jesse’s actionable trade idea, you will have to listen in!
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Timestamps:
00:00 Introduction
00:20 Top Stories Of The Week
11:11 Feature Interview with Jesse Felder
16:44 Is Inflation Here To Stay?
19:16 What Will The Fed Ultimately Do?
22:03 Political Pressures on Central Banks
27:21 Jesse's Actionable Trade Idea
39:57 Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor 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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