For the 27th episode of the Market Misbehavior podcast, I sat down with Ben Emons, CIO and Founder of FedWatch Advisors. Ben offered a thoughtful assessment of the Fed’s performance over the past year, and we tackled some big questions—like whether a 2% CPI goal is still realistic. We also unpacked the relationships between CPI, PPI, and CPE, explored the role of the U.S. Dollar in shaping domestic vs. international equity markets, and debated the likelihood of rate hikes in 2025. Recorded on February 13, 2025.

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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.