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.
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Inside the episode
Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?
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
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
A huge thanks to our
Friends & Sponsors
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