Will the Fed Thread the Needle? with Itay Vinik

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.
Apr 5, 202301:11:55

Inside the episode

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


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


Itay Vinik

  • https://twitter.com/VinikItay?s=20


  • 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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