Wall Street Week 05/03/2024
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- Опубликовано: 2 май 2024
- On this edition of Wall Street Week, Lawrence H. Summers, Former US Treasury Secretary; Wall Street Week contributor says the Fed is too confident about the restrictiveness of its policy. David Bianco, DWS Americas CIO (TK). Joshua Easterly, Sixth Street Co-Founding Partner, Co-President and Co-CIO looks at the fundamentals of private credit and professional sports, and Afsaneh Beschloss, RockCreek Founder and CEO tells us what US dominance means for emerging market investments.
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Greatsuff.
Nice weekly round up episode.
Keep up the good work.
Great interview on private credit. Thanks !
Love this show!
Nice show , and the final was epic😂
What's going on guys??Where do we go?? Nice to watch you¡¡
Would have been helpful if you had asked Easterly to define "private credit".....It's a somewhat fuzzy concept for the average viewer, even for those who read finance journalism and follow markets.
Agree with Larry Summers' read on the current economy and that the recent unrest on US college campuses is concerning. Part of the campus rot traces up to university faculty and leadership, but one wonders what has made so many in this college-age generation so susceptible to indoctrination. Our hope rests with those on campus who are genuinely interested in learning and thoughtful resolution (quietly making their way, far from the cameras), and NOT with the screechy, attention-seeking virtue signalers.
I wonder where the economy would be had Fed tried to lower inflation 30 years ago. From 10%+ inflation.
And after a period of tightening, the Fed would cut a bit because the economy would have been in a recession.
This time is not much different. Economy still needs a period of relief from high rates. Need to pull certain aspects of the economy that's in a recession.
Just because there's no official recession, doesn't mean the economy won't benefit from relief from high rates.
Where is this weeks Real Yield ? Come on guys...
The Fed put is alive.
Wall Street Week
05/03/2024
Hi
Please Larry Summers don’t say that the fed is making a mistake this week. Just admit that the economy is not as bad as you thought. Remember that you thought the fed chairman was making a mistake by not cutting sooner last month
I like Higher for Longer... I have CD's Maturing, so I can buy replacements at a Higher Rate...
I don't think the Economy is so great... Grocery Store prices are outrageous. Gasoline prices are High. I feel they actually need to Raise Rates one more time. They will drop Rates in September for Biden, and Summers wants to keep his job.
takedown The Fed britich mafia
😬 terrible take on the Israel-Hamas conflict and the protests
F data