Jerome Powell reiterated the Federal Reserve’s steadfast commitment to raising interest rates and shrinking its balance sheet. But investors are increasingly skeptical the central bank can stay the course in the face of a slowing economy. Hari Krishnan, the head of volatility strategies at SCT Capital Management, joins Real Vision’s Ash Bennington to talk about the Scylla of inflation, the Charybdis of recession, and the possibility the Fed has no way out of this dilemma. Krishnan notes that there are critical time-lag differentials between Fed actions to control inflation and Fed actions to stimulate growth. And that makes a sharper economic downturn more likely, even with a pause in the Fed’s tightening program, as fed funds futures markets are currently signaling. Recorded on June 27, 2022.
We head back to Nevada to look at a Richard Warke play and quickly review an upbeat turn of events in the US market. INK, Ultra and Vivaville Discord members can down load today's US and Morning Reports under this video.
“Cap Day” is just around the corner. Coined by Russell Napier, investment strategist at Orlock Advisors, "Cap Day" is his thesis in which large financial institutions will be forced to buy debt and liquidate equities, driving down the equities market. Napier and Brent Johnson, CEO of Santiago Capital, discuss the inflationary narrative in an era of global financial repression and interest rate rises. The pair examine potential government inflationary policies as a means to cope with deflationary pressures and the rise of value stocks as inflation dampens asset allocation. Recorded on October 14, 2021. To watch their previous interview together from November 2020, click here: https://rvtv.io/35pPc7o To find out more about Napier’s course, click here: http://www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H. To find out more about Napier’s course, click here: www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H.
Brookfield Asset Management (BAM) has worked its way through the headwinds of early stages of the pandemic and now has bold ambitions to be a global asset management leader. Insiders are buying into the plan.