Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook
Date: Podcast: Odd Lots
Bullish:
- $ASSETBUBBLE - Trump's potential economic policies could lead to asset inflation and market exuberance, creating conditions for an asset bubble through easy credit and loose monetary policy.
Bearish:
- $FINANCIALS - Potential deregulation and increased leverage in the financial system could lead to higher systemic risk, suggesting a bearish outlook for the financial sector.