Episode Details
| Title | On the Margin: This Is Peak Hawkishness From The Fed | Joseph Wang |
|---|---|
| Date | 12/18/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BONDS - Joseph is bullish on long bonds, believing that current rates are too high. This aligns with his overall dovish outlook on Fed policy and economic conditions.
- “I think rates are are are too high. And so no. Yeah. I would be bullish on long bonds here.” - Joseph (45:23)
- 🟢 $GOLD - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $EQUITIES - 🔒