A recent article in Reuters reports that Federal Reserve officials are hopeful that a recent rise in U.S. bond yields and inflation expectations may indicate that its new monetary approach…
Tag: Federal Reserve
Dalio Sees Soaring Asset Prices and ‘Flood of Money’
In a Reddit Ask Me Anything event earlier this month, billionaire investor Ray Dalio offered insights on the markets and economy, underscoring the importance of diversification, noting that the “flood”…
Interview: Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche
The way economic policy is implemented has undergone some major changes in the past decade. The Federal Reserve’s response to the Great Financial Crisis, and the continued quantitative easing in…
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. But some have argued…