The Transcript Podcast Episode 78 The Transcript podcast

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Business Scott Krisiloff and Erick Mokaya Erick Mokaya Scott Krisiloff

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The Transcript Podcast Episode 78

2+ y ago 24:06

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MP3•Episode hjem

Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

… continue reading

112 episoder

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

Artwork

The Transcript Podcast Episode 78

16 subscribers

published 2+ y ago

Del

MP3•Episode hjem

Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

… continue reading

112 episoder

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

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