# Will the Fed Thread the Needle? with Itay Vinik

*Author: David Hoffman*
*Published: Apr 5, 2023*
*Source: https://www.bankless.com/de/will-the-fed-thread-the-needle-with-itay-vinik*

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Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?

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### TIMESTAMPS
0:00 Intro

6:00 Itay Returns

8:00 Reflecting on 2022

12:04 Equi Portfolio

15:35 Threading the Needle

19:10 Destroying Wealth

26:45 Accelerating Chaos

29:10 Inflation and Monetary Supply

38:30 The Fed is Bleeding

43:30 Small Cap Stocks

46:00 Will the Fed Pivot?

55:14 Economic Recession

1:01:14 Recession Indicators

1:02:59 Hopium

1:06:24 The US Banking System

1:09:44 How to Analyze the Economy

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### RESOURCES
Itay Vinik

- https://twitter.com/VinikItay?s=20
Equi

- https://www.equi.com/
Links to our recent macro series

- https://youtu.be/pP_HHE0kFhA
- https://youtu.be/E8lxrsF29u0
- https://youtu.be/-DzY_pCFGbI 
- https://youtube.com/live/eregdZPLYjg 
- https://youtu.be/5sNCrPAwt6w
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