Is Inflation Cooling Fast Enough for the Fed?

Is Inflation Cooling Fast Enough for the Fed?

The New York Federal Reserve’s monthly consumer survey showed expectations for inflation over the next 12 months declined to 5.75% in August from 6.2% in July, as investors await Tuesday’s release of Consumer Price Index data for more clues about the direction of U.S. monetary policy. Gordon Johnson, the founder of GLJ Research, joins Maggie Lake to talk about how the Federal Reserve will interpret recent inflation data in the broader global economic context. With stocks on the rise, yields on the decline, and the inflation genie seemingly on its way back into the bottle, are things really getting better? We also hear from Mike Novogratz, who was live at the SALT Conference in New York City, about opportunities that are sure to emerge over the next three to five years amid a shifting macro landscape. We apologize for the abbreviated episode, as we were dealing with technical issues that caused it to be cut short. We’ve resolved those issues, and we hope to get Gordon Johnson back on the Daily Briefing soon to talk about the global economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2086)

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

15 Joulu 20171h 10min

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

8 Joulu 20171h 10min

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their method...

1 Joulu 20171h 7min

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. ...

24 Marras 201755min

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer o...

17 Marras 20171h 3min

Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon

Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon

Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bern...

10 Marras 20171h 6min

Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla

Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla

Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufac...

3 Marras 20171h 8min

Adventures in Finance 39 - Bits, Blocks & Forks: The Story of Bitcoin & The Blockchain

Adventures in Finance 39 - Bits, Blocks & Forks: The Story of Bitcoin & The Blockchain

The origins of bitcoin predate most people’s understanding and this week, with the aid of Trace Meyer, of The Bitcoin Knowledge Podcast, and Bruce Kleinman, author of The Bitcoin Tutorial, we trace th...

27 Loka 20171h 16min

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