The Transcript Podcast Episode 78

The Transcript

المحتوى المقدم من Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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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

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#Business #Scott Krisiloff and Erick Mokaya #Erick Mokaya #Scott Krisiloff