Markets, Meditations, and Mental Models

Brief: Rates Held. Guidance Didn't.


Listen Later

The Fed held rates exactly as expected and the market sold off anyway, because the real move was not the decision but the information architecture around it. The dot plot tilted sharply hawkish, Iran signed its nuclear MOU but Trump revealed a ballistic missile concession at the G7, and the largest
...more
View all episodesView all episodes
Download on the App Store

Markets, Meditations, and Mental ModelsBy Cosmic Trex