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This weeks podcast we talked about people that are macro-pilled and what the drawbacks are for being afraid of everything and never taking a risk with your investing.
This weeks podcast was focused on where we are in stage 3 of the compound landing and what will need to happen to get us into stage 4 and ultimately a recession.
Our new daily QuantDeck is finally here and huge upgrades to our regime system.
Can the Fed manage the impossible? We cover the latest FOMC and what it means for stocks and bonds going forward. We explain how all of this connects back to the Compound Landing and what we would need to see to stave off a recession.
Can the Fed manage the impossible? We cover the latest FOMC and what it means for stocks and bonds going forward. We explain how all of this connects back to the Compound Landing and what we would need to see to stave off a recession.
Can the Fed manage the impossible? We cover that in-depth along with the implications of their decision path at the upcoming FOMC meeting. We explain how all of this connects back to the Compound Landing and what we would need to see to stave off a recession.
We discuss what the recent move in equities mean for The Compound Landing, as well as the developments seen in the bond market and EFFR futures beginning to price in rate cuts.
In this special Thanksgiving podcast episode, we delve into the world of Rivian and Tesla, sharing our insights on why Rivian stock has caught our attention. We're still in the exploration phase, and not quite convinced yet. We'd love to hear your thoughts on this unique format!
We discuss the recent developments in the reverse repo market and what this means for market liquidity and the Feds QT.
This week we discuss the continuation in the changes that occurred in bonds/equities/commodities as well as the bond auction that occurred this week.
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