On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jesse Felder, author of The Felder Report. Felder argues that a strong dollar, severe interest rate spikes, and surging commodity prices indicate that a deep earnings recession is on the horizon.
Felder explains why he thinks a Fed pivot is likely and fleshes out his macro thesis on stocks, bonds, and precious metals. For details of Jesse’s actionable trade idea, you will have to listen in!
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(00:20) Top Stories Of The Week
(11:11) Feature Interview with Jesse Felder
(16:44) Is Inflation Here To Stay?
(19:16) What Will The Fed Ultimately Do?
(22:03) Political Pressures on Central Banks
(27:21) Jesse's Actionable Trade Idea
(39:57) Post Interview: Final Thoughts
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.