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Ben Emons on Whether 2% Inflation is Even Possible for the Fed

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Manage episode 475092056 series 3642467
Content provided by Dave Keller, CMT, Dave Keller, and CMT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Keller, CMT, Dave Keller, and CMT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

For the 27th episode of the Market Misbehavior podcast, I sat down with Ben Emons, CIO and Founder of FedWatch Advisors. Ben offered a thoughtful assessment of the Fed’s performance over the past year, and we tackled some big questions—like whether a 2% CPI goal is still realistic. We also unpacked the relationships between CPI, PPI, and CPE, explored the role of the U.S. Dollar in shaping domestic vs. international equity markets, and debated the likelihood of rate hikes in 2025. Recorded on February 13, 2025.

🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...
📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/rea...
🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...
👉 Follow Dave on X: https://x.com/DKellerCMT
👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b...
The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 475092056 series 3642467
Content provided by Dave Keller, CMT, Dave Keller, and CMT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Keller, CMT, Dave Keller, and CMT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

For the 27th episode of the Market Misbehavior podcast, I sat down with Ben Emons, CIO and Founder of FedWatch Advisors. Ben offered a thoughtful assessment of the Fed’s performance over the past year, and we tackled some big questions—like whether a 2% CPI goal is still realistic. We also unpacked the relationships between CPI, PPI, and CPE, explored the role of the U.S. Dollar in shaping domestic vs. international equity markets, and debated the likelihood of rate hikes in 2025. Recorded on February 13, 2025.

🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...
📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/rea...
🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...
👉 Follow Dave on X: https://x.com/DKellerCMT
👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b...
The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.

  continue reading

37 episodes

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