Episode Details
| Title | This Is Peak Hawkishness From The Fed | Joseph Wang |
|---|---|
| Date | 12/18/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $TLT - Bullish on long bonds due to belief that current rates are too high
- “Yeah. So now I I think that rates are are are too high. And so no. Yeah. I would be bullish on long bonds here.” - Joseph (46:08)
- 🟢 $GOLD - 🔒
- 🟢 $MFG - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $SPY - 🔒