Macro & Volatility™ #19: Beyond Liberation Day

Macro & Volatility™ by Josh Silva and Michael Purves

E19
08:37
Episode notes
  • What does Liberation Day mean for inflation?
  • Bonds and the Fed are pointing to growth contraction and moderate stagflation
  • Tail-hedging didn’t work
  • Trump Put is very different than the Fed Put
Keywords
inflationvolatilitystagflation