The InvestSense Podcast

Quantitative Tightening (QT) with Hunt Economics 14.04.2022 23:25 ↓

In this episode, we cover why equity markets reacted to the Fed minutes last week, and dissect the widely-anticipated quantitative tightening and how will it affect markets, the economy and households. We discuss the role of the banking system and what all this means for credit trends and give a playbook for 2022 - government bonds vs credit, US vs Equities vs the rest of the world, growth vs defe...

Is the 'recession we have to have' already happening? 25.03.2022 25:02 ↓

Is it time to assess the long-term impact of the Ukraine War on the global economyAs inflation influences become more entrenched how will politicians react? Does it matter? Is the odd shape of the bond yield curve telling us something or is ist just noise? Liquidity has surprised on the upside. How long can that last? Are we already entering a recession? What does all that mean for equity valuatio...

Teflon markets no more and the unseen tightening 24.02.2022 26:44 ↓

Who are the generators of inflation and who will be the ungrateful recipientsAre we about to see the start of another credit cycle? Does the Fed have a blind spot? The unseen tighteningHas the markets’ teflon coating worn off? Are we heading for the recession we have to have?