Episode Details

Is Fed independence at risk?
5/20/2025
Goldman Sachs Exchanges

Key Insights

Bullish:

  • 🟢 $INFLHEDGE - Potential return to 1970s-style high inflation, suggesting a need for inflation hedges
    • Well, get out your bell bottom jeans and your wide ties because it's gonna look like the nineteen seventies.” - John (15:45)

Bearish:

  • 🔻 $BANKS - 🔒
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