Episode Details
Title | On the Margin: The Fed Put Is In & Global Easing Has Begun | Weekly Roundup |
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Date | 8/24/2024 |
Podcast | On The Margin β |
Key Insights
Bullish:
- π’ $EQUITIES - Equities are expected to benefit from global central bank easing and increased liquidity, with potential inflows as all global banks are now easing.
- βYou're gonna get inflows probably in equities. All global banks are now easing. I just don't Unless there are credit problems in the system, this is a global liquidity, cycle that is going up.β - Tyler (0:37)
- π’ $BONDS - π
- π’ $HOUSING - π
- π’ $UFO - π
- π’ $XBI - π
- π’ $CRYPTO - π