Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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If global long end bond yields are flying, the cure is hawkish monetary policy. Powell's going out and does not want to be the guy that restocked inflation.
Is it really about inflation and the two dual mandates, or is it about making sure The US remains the reserve currency and it can finance the treasury? It doesn't matter. In nine months, these are lame duck right now, and we're gonna jack rates way lower. If you fast forward through the event, you're gonna end up at the same place, which is this is still an easing cycle. This is still a Ponzi scheme.
This episode is brought to you by Vanek Semiconductor ETFs. You'll hear more about the Vanek Semiconductor ETF, ticker SMH, the largest semiconductor ETF, and its newer Vanek Fabless Semiconductor ETF, ticker SMHX, later in the ship. Blockworks Digital Asset Summit, crypto's premier institutional event, is back in London this October. You've got top speakers from BlackRock, Circle, Coinbase, the UK Parliament, and Athena all under one roof. I'll be there as well hosting a live forward guidance episode with Quinn and a few others. So if you wanna see us record in the flesh or meet some of the o
Yeah. Everyone was DMing me pictures of Al Davis from the Raiders with that haircut. So I had to hide it. But I gotta Yeah. I guess it's class for you guys.
Come on, Tyler. Show us a little list. Let's see. Oh, there.
Felix, I I missed your jolly Canadian ass. We had Brett Johnson on last week was pretty good, but yeah.
I heard yeah. I heard a couple of doomery. Is that true?
Yeah. It was a little doomish, but I don't know. It's it's good to keep the risks upfront. How you doing?
Good, man. Yeah. I had a good week off. Stoked to be back in the ringer. No shortage of stuff to talk about. Lots going on.
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