Fed Rate Cuts Will Trigger Inflation & Market Kaos | Michael Kao
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- เผยแพร่เมื่อ 16 ก.ย. 2024
- Michael Kao joins Wealthion’s Andrew Brill to warn that next week’s signaled Fed rate cut will likely have unforeseen consequences: a resurgence of inflation and market instability amidst what he calls a “Vodka Red Bull” bifurcated economy. In this insightful interview, the retired hedge fund manager and writer at Kaoboy Musings defies consensus by arguing that a short recession could benefit the economy in the long run and that the coming rate cut is risky while inflationary fiscal pressures and supply inelasticities in oil and housing remain a significant concern.
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Don’t miss our live coverage of the Fed with Maggie Lake! Next Wednesday, September 18.
Chapters:
1:03 - The “Vodka Red Bull” Economy
9:17 - Michael’s Concerns Over a Premature Fed Pivot
15:43 - Was the Fed Late in Raising Rates? Analyzing Fed Policy Errors
26:14 - The Impact of Fed Policy on Markets and Real Estate
28:51 - How Much Will The Fed Cut Rates Next Week?
37:02 - Inflation Outlook, Oil, Global Monetary Dynamics and the U.S. Dollar
49:46 - Investment Strategies in a Confusing Macro Environment
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#Fed #Inflation #InterestRates #EconomicOutlook #InvestmentStrategy #Recession #MichaelKao #Markets #Macro #Geopolitics #Investing #MarketAnalysis #Stocks #USD #Wealthion #Wealth #Finance #Economy
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In my opinion
Access to good information is what we investors needs to progress financially and generally in life. this is a good one and I appreciate
This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.
The internet is filled. with so many useful information. about Adriana Jensen.
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!
It really helped trading with Adriana Jensen analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective..
Great interview with Michael Kao. He’s got a real interesting perspective-sometimes arriving at conclusions that other mavericks do but through a different path. Another interview about his personal investments would be great.
When did people start using diligencing as a word?
Australia hasn’t cut rates. It should have. So you’re showing some ignorance there. Australian bonds are yielding higher than US bonds by a significant margin. Whatever.
"Has his own website"
Michael should be looking at U6 not U3. That's why he is wrong about the US economy. Dems want to be reelected
Totally clueless. We are in a global deflationary depression.
I don't think lowering interest rates will being the jobs back. So little to no inflation
Deflation favors the average citizen. Prices go down at a variable pace according to demand. Staple are more resilient than trips to Las Vegas, for example.😮
-Only government and those with large debt benefit of inflation, assuming they can print the money OR earn money faster than the interest rate 😅
-Average citizen salary does not grow faster than inflation/interest rates 😢
Inflationista calls for inflation news @ 11... Truflation rate is at 1.10% and leads inflation with a 0.97 correlation.
Kao is great and have many great points
But I think he doesnt take into account that if the US inflation + real growth slows to a point lower than the weigthed average of interest on the debt, the US will fall into an accellerating debt death spiral
And only solution would be to have an even bigger deficit to boost the growth back up. And that would prolong a recession to many many years
This guy rarely gets anything right. You're better off flipping a quarter.
Not true
Sorry but who spells chaos "Kaos"?!?!?
Michael is an excellent bear. He successfully predicted all 13 recessions of past 2 recessions 😂