"Central banks believing their own bulls#it, is the thing we have to worry about most..."
@darioperkins joins @RaoulGMI for a fascinating discussion on his vision of the world moving toward a "tangible economy," and how it may impact everything from growth & rates to #inflation.
So, what is this "tangible economy" that @darioperkins speaks of?
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What will this "tangible economy" look like? Where is the opportunity?
Everywhere we look, we see people comparing current conditions to the 1970s.
@darioperkins explains why that's the wrong analogue. A much better comparison is that of the 40s & 50s.
Ok, so are we headed for recession or not? Well, that all depends on where #inflation settles...
Uncertainty is in the air and there is no reason to get caught off guard. This is the time to pay attention.
Check out this discussion with @RaoulGMI & @darioperkins + the previous 13 episodes of our ongoing series on #recession for just $1 👇
.@farokh on the transition from Clubhouse to Twitter...
"For me, utility is very broad. It can be anything that adds value to me as a holder..." - @farokh talks with .@sergitosergito about this key concept within the #NFTCommunity
"When you have so much leverage, the risk is not that the Fed is late to hiking rates. The risk is that the market crashes and they have to then re-lever it up again."
In response to Russia's invasion of #Ukraine, the 🌎 came together & weaponized financial systems against #Putin & his associates.
There's a problem though... The legal system that protects us all has been undermined.
It's “very hard to put Humpty Dumpty back together again...”
What will kill this bull market? It won't be the Fed...
@dailydirtnap & Louis Vincent Gave of @Gavekal join forces to explore everything from the consequences of war in Eastern Europe & high energy prices to deglobalization, #supplychains, Fed policy & the perils of weaponized financial systems.
The Fed had a chance to act. They didn't. Now, we're staring down the barrel of recession...
@DiMartinoBooth & @biancoresearch join forces to explore the fate of the 🌎 economy as #inflation rips across the planet & central banks try desperately to tame it.
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Let's start at the beginning... @DiMartinoBooth talks about what it was like working at the #Fed.
"It caused me to write a book."
The Fed was not able to generate inflation. Fiscal spending on the other hand, well, that's a different story...
"...You inject that kind of money directly into checking accounts, you're going to generate the mother of all inflations." @DiMartinoBooth