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On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Mark Dow author of behavioural macro, a former policy economist, prior hedge fund manager and self prescribed fiat enthusiast.
Mark walks through the process of QE & QT and explains how most overestimate the effect they have on liquidity. Does QE actually have any effect on a banks appetite for risk?
Alfonso & Mark then discuss if the Fed will remain tighter than most think & what level of inflation will cause the Fed to reverse course. Could the bottom be in? To find out, you'll have to tune in!
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Follow Mark: https://twitter.com/mark_dow
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(00:00) Introduction
(00:44) Quantitative Tightening
(08:13) Does QE Actually Effect Banks Appetite For Risk?
(17:45) What Level Of Inflation Does The Fed Wan't To See?
(22:11) The Fed Will Remain Tighter Than Most Think
--
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
4.8
2222 ratings
On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Mark Dow author of behavioural macro, a former policy economist, prior hedge fund manager and self prescribed fiat enthusiast.
Mark walks through the process of QE & QT and explains how most overestimate the effect they have on liquidity. Does QE actually have any effect on a banks appetite for risk?
Alfonso & Mark then discuss if the Fed will remain tighter than most think & what level of inflation will cause the Fed to reverse course. Could the bottom be in? To find out, you'll have to tune in!
--
Follow Mark: https://twitter.com/mark_dow
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(00:44) Quantitative Tightening
(08:13) Does QE Actually Effect Banks Appetite For Risk?
(17:45) What Level Of Inflation Does The Fed Wan't To See?
(22:11) The Fed Will Remain Tighter Than Most Think
--
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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