Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder

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On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year.

Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in!
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Jesse: https://twitter.com/jessefelder
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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Timestamps:
(00:00) Introduction
(01:07) Where Are We In The Cycle?
(07:37) Bear Market Rally, Or New Bull Market?
(11:47) Permissionless II Ad
(12:36) Sentiment & Valuations
(16:58) "At Some Point The Bond Market Takes Away The Money Printer"
(21:28) The Bank of Japan Surprises Markets
(31:15) Research Ad
(32:28) The Path Ahead For The Dollar
(36:41) While Monetary Policy Tightens, Fiscal Continues Spending
(38:45) Is The Inflation Fight Really Over?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

—

On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year.

Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in!

—

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Jesse: https://twitter.com/jessefelder

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

—

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

—

Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

—

Timestamps:

(00:00) Introduction

(01:07) Where Are We In The Cycle?

(07:37) Bear Market Rally, Or New Bull Market?

(11:47) Permissionless II Ad

(12:36) Sentiment & Valuations

(16:58) "At Some Point The Bond Market Takes Away The Money Printer"

(21:28) The Bank of Japan Surprises Markets

(31:15) Research Ad

(32:28) The Path Ahead For The Dollar

(36:41) While Monetary Policy Tightens, Fiscal Continues Spending

(38:45) Is The Inflation Fight Really Over?

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.