In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle. 

Show Notes

[00:00:00] Introduction

[00:00:15] The Fed’s Hard Time with Inflation

[00:02:46] Inflation Is a Choice

[00:06:54] Recession Risks

[00:10:36] When will Real Rates be Positive? 

[00:12:47] Declining Consumer Deposits

[00:15:50] The Energy Crisis & The Commodity Super Cycle

[00:22:54] Conclusion