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Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max

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Manage episode 501813664 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley 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.

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm

Jack Farley & Max Wiethe break down Jerome Powell’s Jackson Hole speech that markets have interpreted as signaling rate cuts are coming in September, the Fed’s long-term reassessment of their policy framework for combatting inflation and maintaining full employment, and Chinese consumer lending fintech companies that Jack is bullish on.

Fed Statements on Longer-Run Goals and Monetary Policy Strategy Updated August 2025: https://www.federalreserve.gov/monetarypolicy/monetary-policy-strategy-tools-and-communications-statement-on-longer-run-goals-monetary-policy-strategy-2025.htm

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max on Twitter: https://x.com/maxwiethe

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

00:34 Fiscal.ai Front Roll

00:53 Jerome Powell Signals Rate Cuts?

06:35 The Fed’s View of the Labor Market

07:41 Updating the Fed’s Policy Framework

11:35 Fiscal.ai Mid Roll

12:58 Lisa Cook, Politics at the Fed, & the Next Fed Chair

21:06 Bullish Outlook on Chinese Consumer FinTech Basket

40:40 Outro

  continue reading

153 episodes

Artwork
iconShare
 
Manage episode 501813664 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley 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.

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm

Jack Farley & Max Wiethe break down Jerome Powell’s Jackson Hole speech that markets have interpreted as signaling rate cuts are coming in September, the Fed’s long-term reassessment of their policy framework for combatting inflation and maintaining full employment, and Chinese consumer lending fintech companies that Jack is bullish on.

Fed Statements on Longer-Run Goals and Monetary Policy Strategy Updated August 2025: https://www.federalreserve.gov/monetarypolicy/monetary-policy-strategy-tools-and-communications-statement-on-longer-run-goals-monetary-policy-strategy-2025.htm

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max on Twitter: https://x.com/maxwiethe

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

00:34 Fiscal.ai Front Roll

00:53 Jerome Powell Signals Rate Cuts?

06:35 The Fed’s View of the Labor Market

07:41 Updating the Fed’s Policy Framework

11:35 Fiscal.ai Mid Roll

12:58 Lisa Cook, Politics at the Fed, & the Next Fed Chair

21:06 Bullish Outlook on Chinese Consumer FinTech Basket

40:40 Outro

  continue reading

153 episodes

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