This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy!

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Timestamps:

00:00 Introduction

01:21 Forget Rate Cuts, The Fed Will Hike Again

07:40 Financial Conditions Are Too Loose

11:29 Avalanche Ad

12:50 Mantra Ad

19:47 The Fed Broke The Yield Curve In 2021

34:31 Fiscal Deficits & The Credit Impulse

39:25 The U.S Debt Problem

43:09 Why Is China Buying So Much Gold?

47:18 Oil

50:26 How To Trade 2024?

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Disclaimer: Nothing discussed on On The Margin 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.