69 min listen
The Fed's Quandary: Speculative Fervor Around Inflation Expectations ( w/ Michael Lebowitz & Ed Harrison)
The Fed's Quandary: Speculative Fervor Around Inflation Expectations ( w/ Michael Lebowitz & Ed Harrison)
ratings:
Length:
35 minutes
Released:
Jan 21, 2021
Format:
Podcast episode
Description
DB-Jan21,2021: Michael Lebowitz, partner at Real Investment Advice, joins Real Vision managing editor Ed Harrison to discuss where inflation is headed and whether the market’s bet on the Fed getting it right this time has merit. Lebowitz discusses the nature of market price action for the past several months as risk assets have caught on fire and sector rotation has been occurring with incredible speed. With the growth of M1 and the velocity of money moving in opposite directions, Harrison and Lebowitz explore how the Fed might have to rethink their quantitative easing (QE) operations in order to achieve their goals of generating inflation. In light of this context, Lebowitz discusses his investment approach in this market environment. In the intro, Real Vision’s Haley Draznin checks out the markets on the first full day of President Biden’s holding office.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Jan 21, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World: Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Managing Partner at Artemis Capital Management, get at... by Real Vision Daily Briefing: Finance & Investing