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Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
53分19秒
11-08
Episode Summary
Voice Summary:
0:00:00

In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the ongoing "over easy" monetary policy, and the election’s impact on the Fed and markets. We also delve into the labor market, fiscal deficits, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(01:31) FOMC Takeaways

(02:48) Is Policy Restrictive?

(07:20) Are Cuts Fairly Priced?

(09:54) Cuts Are Coming No Matter What

(12:39) Over Easy Monetary Policy

(15:40) Quantitative Tightening

(18:24) What The Fed SHOULD Do

(22:20) Ledger Ad

(23:05) The Labor Market

(26:33) Election Impact On The Fed

(31:40) Can The Fed Tame Inflation?

(35:22) Fiscal Deficits

(42:51) Asset Allocation

(44:42) Credit Spreads

(46:39) Foreign Markets & Monetary Policy

(49:58) F*ck Valuations

(52:11) Follow Bob's Work

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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.


Next Episode
Positioning For The New Post-Election Market Regime | Weekly Roundup

This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We also delve into shorting gold, Bitcoin’s all-time high, and much more. Enjoy!

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Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1GXSr4CfY6aBPYd0z5UqZCIco0MBmMaVb/view?usp=sharing

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps:

00:00 Introduction

01:27 Election Outcome

04:43 The Shift In Media & Polling

09:09 Unity Or More Fracturing?

15:53 Market Impact Of Election

23:04 Ads

24:18 Market Impact Of Election (Continued)

25:35 Offsides Hedging

30:40 Powell & The Fed

36:37 December FOMC Meeting

40:47 2025 Themes To Watch

44:39 Short Gold?

46:46 Crypto & Bitcoin All-Time Highs

52:19 New Market Regime

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.


56分16秒 2024-11-09
Host
Single Episode:96
11-08