Fed Rate Cut: Is It Too Late? | Macro Alf
Podcast |
Bankless
Publisher |
Bankless
Media Type |
audio
Categories Via RSS |
News
Tech News
Technology
Publication Date |
Sep 18, 2024
Episode Duration |
01:14:47

Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?

Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.

- Are these rate cuts just in time or too little too late? - Is the Fed cutting by 25bps or 50bps? - Will we get a recession or the soft landing the FED is hoping for? - What will happen to crypto assets?

We discuss all this and more with Macro Alf, one of the top minds in macro out there.

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------ TIMESTAMPS

0:00 Intro 5:41 The Fed is Behind the Curve 12:28 Why Haven’t Things Broke? 18:57 Bad News are Actually Bad News 24:17 Fed Rate Cut Prediction 30:43 Elizabeth Warren’s Letter 35:06 Market Reaction 42:55 How to Prepare 53:20 Probability of Recession 54:48 Debasement 1:05:06 Monetary Plumbing 1:09:09 Debasement Assets 1:11:46 Closing Thoughts

------ RESOURCES

Maro Alf https://x.com/MacroAlf  

Alf's Institutional Research Free Trial https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform  

The MacroCompass  https://themacrocompass.org/  

Monetary Plumbing Chart https://x.com/MacroAlf/status/1834938859848634440  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠   

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