Jay Powell's Market Moves: Stocks, Crypto & Macro Analysis
- Author
- 42 Macro
- Published
- Thu 14 Nov 2024
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=d312e0073c5f40eb8622a72bde0e7f48&utm_campaign_id=podcast&content=mm_2024-11-14&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
This podcast discusses Fed Chair Jay Powell's upcoming remarks and his strategy to stabilize the Treasury market while managing inflation expectations over the next 2-3 years. It also delves into macro research insights, market regimes favoring risk-on assets, quantitative signals for equities and Bitcoin, and positioning models that highlight risks and opportunities in the current economic environment.
