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The Transcript Podcast Episode 78
Archived series ("Inactive feed" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 344488045 series 3276605
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
112 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 344488045 series 3276605
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
112 episodes
All episodes
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