Is the Fed Driving the Economy Off a Cliff?

[@RealVisionFinance]

🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw 00:00 - Introduction and Real Vision’s 10th Anniversary 00:46 - Guest Introduction: Sri Kumar 01:34 - Current Economic Overview: Inflation and Employment 03:37 - FED’s Dilemma: Inflation vs Employment 04:39 - Decision Making at the FED 05:23 - FED’s Focus: Equity Markets vs Inflation 06:38 - Comparison of Inflation in the US and Europe 08:43 - Impact of FED’s Monetary Policy During COVID 09:53 - Purchasing Power Decline Since 2019 10:35 - Housing Affordability Crisis 12:17 - Income Inequality and the FED’s Role 13:38 - Asset Prices and the FED’s Policy Impact 15:17 - What Will the FED Do Next? 15:59 - Commercial Real Estate and FED’s Policy 17:17 - Taylor Rule and FED’s Bureaucratic Nature 18:30 - The Need for an Economic Crunch 19:55 - Growth Drivers: Productivity and Workforce 20:28 - The FED’s Influence on Equity Markets 22:20 - Forward Guidance vs Forward Confusion 23:39 - Impact of Predictable FED Policies 25:23 - Next FED Moves and Potential Market Reactions 28:46 - FED’s Responsibility to Inflation and Employment 29:21 - Impact of Inflation on Lower-Income Households 32:24 - Revisions in Jobs Data and Market Interpretation 34:16 - Challenges with Data Accuracy at the Bureau of Labor Statistics 36:55 - Deficit Hawks and Fiscal Policy 38:22 - Presidential Candidates and the Economy 40:57 - The Role of Bond Vigilantes and Interest Rates 43:39 - US Treasury Yields and Global Financial Market 46:04 - Quantitative Tightening and Its End 50:12 - The Growing Size of the FED Balance Sheet 53:50 - Final Thoughts on FED Policy and Risk Asset Prices 58:21 - Potential Credit Event and Its Sources 1:04:16 - Future of Commercial Real Estate and Banking 1:04:48 - Conclusion: Risks in the Credit System

[@RaoulPalTJM]

Great Sri as always!

[@RealVisionFinance]

always

[@rahulk2145]

A very clear analysis of the bigger picture. Thankyou for the content

[@SeoirseLaffan]

What a lovely man Sri is! He knows his stuff so well he can add humour and great analogies

[@priteshjethwa5619]

Impressive guest. Great interview

[@CarlosPrimero-dr1ok]

@05:38: simply brilliant😂😂😂

[@johntatar2609]

Dr Sri-Kumar is spot on in his analysis. Right now we have asset inflation and the Jay Powell is throwing more wood on the asset inflation fire. Dr. Sri-Kumar is correct, do nothing would have been the best course of action.

[@sherritreeby3479]

Yes.

[@RealVisionFinance]

Thanks for watching!

[@TerukoOyanagi]

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[@MamaSwiss1]

I'm learning!!!! Join Plus

[@AlexDeieso-f5h]

Komal is great.. well said.

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Also pumped for Cortux.

[@AnrewSeas]

Reallocating to BTC and Cortux, with some BNB and ADA.

[@BigG2G]

truflation is at 1.1% and this guy is going on about inflation.

[@Rinkimiriata]

Cortux is best investment right now.

[@AudraCokyne]

Thanks for another interesting video, it's always great to listen! It's a shame you never mention how you feel when Bitcoin drops from 73k to 56k and then recovers. I'll just say, don’t thank Cryptonica and its Cryptonica liquidity pool!

[@charlieone604]

Ha ha ha, you guys think it makes you more credible to say publicly that you don't believe in conspiracies. However when markets have stopped following "normal patterns" you must consider contrarian viewpoints.

[@raw-bot9251]

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[@tkingtut9079]

People are suffering.

[@tbiggums7707]

This guy meh

[@WillisScott-j1m]

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