In this episode Scott Becker discusses:

2 stories point to a hotter economy than expected and concerns that this will drive the Fed towards more aggressive action.

Venture funding hits its lowest point in 9 years. The 4th quarter saw $20.6 billion in VC fundraising. VC is generally considered higher risk higher return than PE.

Late auto payments expose consumer credit issues. The WSJ notes the worst numbers in nearly 15 years.

And more!