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The Bottom Is Likely In | Mark Dow
Blockworks Macro
88.8K subscribers
On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Mark Dow author of behavioural macro, a former policy economist, prior hedge fund manager and self prescribed fiat enthusiast.
Mark walks through the process of QE & QT and explains how most overestimate the effect they have on liquidity. Does QE actually have any effect on a banks appetite for risk?
Alfonso & Mark then discuss if the Fed will remain tighter than most think & what level of inflation will cause the Fed to reverse course. Could the bottom be in? To find out, you'll have to tune in!
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Follow Alfonso: https://twitter.com/MacroAlf
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Subscribe To The Macro Compass: https://themacrocompass.substack.com/
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Timestamps:
00:00 Introduction
00:44 Quantitative Tightening
08:13 Does QE Actually Effect Banks Appetite For Risk?
17:45 What Level Of Inflation Does The Fed Wan't To See?
22:11 The Fed Will Remain Tighter Than Most Think
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Disclaimer: Nothing discussed on Boiler Room 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.
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