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Episode 11: Tariffs, Inflation And Implications For The Fed. With Harry Melandri
Maggie Lake sits down with Harry Melandri, senior advisor to Arque Advisors and author of the Respice Finem Substack, to wrap up a dramatic week for markets. Late breaking news that the Trump Administration may levy taxes on Canada, Mexico and China as soon as Feb 1st sparked selling and a whole lot of confusion. Harry talks about the interplay between politics and the markets and why he thinks the Fed may keep rates lower than they want. ,
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
Connect with Harry on Substack: https://respicefinemmacro.substack.com/
Chapters
00:00 Tariffs and Market Reactions
06:01 Monetary Policy and Inflation Dynamics
12:55 Fiscal Policy and Deficit Challenges
18:51 The Future of Interest Rates
25:03 Investment Opportunities in a Volatile Market
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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By Mags
5
55 ratings
Maggie Lake sits down with Harry Melandri, senior advisor to Arque Advisors and author of the Respice Finem Substack, to wrap up a dramatic week for markets. Late breaking news that the Trump Administration may levy taxes on Canada, Mexico and China as soon as Feb 1st sparked selling and a whole lot of confusion. Harry talks about the interplay between politics and the markets and why he thinks the Fed may keep rates lower than they want. ,
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
Connect with Harry on Substack: https://respicefinemmacro.substack.com/
Chapters
00:00 Tariffs and Market Reactions
06:01 Monetary Policy and Inflation Dynamics
12:55 Fiscal Policy and Deficit Challenges
18:51 The Future of Interest Rates
25:03 Investment Opportunities in a Volatile Market
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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