🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw 00:00 - Introduction and Real Vision’s 10th Anniversary 00:46 - Guest Introduction: Sri Kumar 01:34 - Current Economic Overview: Inflation and Employment 03:37 - FED’s Dilemma: Inflation vs Employment 04:39 - Decision Making at the FED 05:23 - FED’s Focus: Equity Markets vs Inflation 06:38 - Comparison of Inflation in the US and Europe 08:43 - Impact of FED’s Monetary Policy During COVID 09:53 - Purchasing Power Decline Since 2019 10:35 - Housing Affordability Crisis 12:17 - Income Inequality and the FED’s Role 13:38 - Asset Prices and the FED’s Policy Impact 15:17 - What Will the FED Do Next? 15:59 - Commercial Real Estate and FED’s Policy 17:17 - Taylor Rule and FED’s Bureaucratic Nature 18:30 - The Need for an Economic Crunch 19:55 - Growth Drivers: Productivity and Workforce 20:28 - The FED’s Influence on Equity Markets 22:20 - Forward Guidance vs Forward Confusion 23:39 - Impact of Predictable FED Policies 25:23 - Next FED Moves and Potential Market Reactions 28:46 - FED’s Responsibility to Inflation and Employment 29:21 - Impact of Inflation on Lower-Income Households 32:24 - Revisions in Jobs Data and Market Interpretation 34:16 - Challenges with Data Accuracy at the Bureau of Labor Statistics 36:55 - Deficit Hawks and Fiscal Policy 38:22 - Presidential Candidates and the Economy 40:57 - The Role of Bond Vigilantes and Interest Rates 43:39 - US Treasury Yields and Global Financial Market 46:04 - Quantitative Tightening and Its End 50:12 - The Growing Size of the FED Balance Sheet 53:50 - Final Thoughts on FED Policy and Risk Asset Prices 58:21 - Potential Credit Event and Its Sources 1:04:16 - Future of Commercial Real Estate and Banking 1:04:48 - Conclusion: Risks in the Credit System
Dr Sri-Kumar is spot on in his analysis. Right now we have asset inflation and the Jay Powell is throwing more wood on the asset inflation fire. Dr. Sri-Kumar is correct, do nothing would have been the best course of action.
Thanks for another interesting video, it's always great to listen! It's a shame you never mention how you feel when Bitcoin drops from 73k to 56k and then recovers. I'll just say, don’t thank Cryptonica and its Cryptonica liquidity pool!
Ha ha ha, you guys think it makes you more credible to say publicly that you don't believe in conspiracies. However when markets have stopped following "normal patterns" you must consider contrarian viewpoints.
🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw
00:00 - Introduction and Real Vision’s 10th Anniversary
00:46 - Guest Introduction: Sri Kumar
01:34 - Current Economic Overview: Inflation and Employment
03:37 - FED’s Dilemma: Inflation vs Employment
04:39 - Decision Making at the FED
05:23 - FED’s Focus: Equity Markets vs Inflation
06:38 - Comparison of Inflation in the US and Europe
08:43 - Impact of FED’s Monetary Policy During COVID
09:53 - Purchasing Power Decline Since 2019
10:35 - Housing Affordability Crisis
12:17 - Income Inequality and the FED’s Role
13:38 - Asset Prices and the FED’s Policy Impact
15:17 - What Will the FED Do Next?
15:59 - Commercial Real Estate and FED’s Policy
17:17 - Taylor Rule and FED’s Bureaucratic Nature
18:30 - The Need for an Economic Crunch
19:55 - Growth Drivers: Productivity and Workforce
20:28 - The FED’s Influence on Equity Markets
22:20 - Forward Guidance vs Forward Confusion
23:39 - Impact of Predictable FED Policies
25:23 - Next FED Moves and Potential Market Reactions
28:46 - FED’s Responsibility to Inflation and Employment
29:21 - Impact of Inflation on Lower-Income Households
32:24 - Revisions in Jobs Data and Market Interpretation
34:16 - Challenges with Data Accuracy at the Bureau of Labor Statistics
36:55 - Deficit Hawks and Fiscal Policy
38:22 - Presidential Candidates and the Economy
40:57 - The Role of Bond Vigilantes and Interest Rates
43:39 - US Treasury Yields and Global Financial Market
46:04 - Quantitative Tightening and Its End
50:12 - The Growing Size of the FED Balance Sheet
53:50 - Final Thoughts on FED Policy and Risk Asset Prices
58:21 - Potential Credit Event and Its Sources
1:04:16 - Future of Commercial Real Estate and Banking
1:04:48 - Conclusion: Risks in the Credit System
Great Sri as always!
always
A very clear analysis of the bigger picture. Thankyou for the content
What a lovely man Sri is! He knows his stuff so well he can add humour and great analogies
Impressive guest. Great interview
Dr Sri-Kumar is spot on in his analysis. Right now we have asset inflation and the Jay Powell is throwing more wood on the asset inflation fire. Dr. Sri-Kumar is correct, do nothing would have been the best course of action.
Great interview Sri-Kumar !
Komal is great.. well said.
Yes.
Thanks for watching!
@05:38: simply brilliant😂😂😂
Just jumped on the Cortux train and couldn't be more thrilled.
I'm learning!!!! Join Plus
Predicting 100x gains for Cortux post-launch on major exchanges.
Presales have the highest returns, and Cortux is the best one I’ve seen.
Can't wait to see Cortux's success unfold, the hype is real.
Cortux is setting the standard for smart investments.
Thanks for another interesting video, it's always great to listen! It's a shame you never mention how you feel when Bitcoin drops from 73k to 56k and then recovers. I'll just say, don’t thank Cryptonica and its Cryptonica liquidity pool!
Reallocating to BTC and Cortux, with some BNB and ADA.
Also pumped for Cortux.
Ha ha ha, you guys think it makes you more credible to say publicly that you don't believe in conspiracies. However when markets have stopped following "normal patterns" you must consider contrarian viewpoints.
Cortux is best investment right now.
People are suffering.
Productivty change can happen through Robotics and AI. Print that money and give UBI...Forget about labour..lol..what labour in the age of AI
This guy meh
this guy seems useless, how about a 2 minute summary?