Fed Rate Cut: Is It Too Late? | Macro Alf
Bankless
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4.8 • 1.1K Ratings
🗓️ 18 September 2024
⏱️ 75 minutes
🧾️ Download transcript
Summary
Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?
Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.
- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?
We discuss all this and more with Macro Alf, one of the top minds in macro out there.
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TIMESTAMPS
0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven’t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren’s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts
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RESOURCES
Maro Alf
https://x.com/MacroAlf
Alf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform
The MacroCompass
https://themacrocompass.org/
Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The Fed is late, the Fed is chasing, the Fed will do 50 basis point, hold me accountable, we're recording one day before, just joking, I mean I'm right about 53% of the times, might as well be wrong, but I think they will do 50 they have to do 50 to |
| 0:15.5 | catch up. |
| 0:19.9 | Welcome to Bankless where today we explore the frontier of the Fed rate cut. |
| 0:24.8 | And we ask the question, is all this too little, too late? |
| 0:27.6 | This is Ryan Sean Adams. |
| 0:28.6 | I'm here with David Hoffman, and we're here to help you become more bankless. |
| 0:32.7 | Guys, at the time of recording, |
| 0:33.8 | we don't know for sure how much your own power |
| 0:36.3 | is going to cut rates. |
| 0:37.4 | I mean, we are pretty certain he's going to cut rates, right, David? |
| 0:39.8 | He's going to cut rates, right? |
| 0:41.7 | Oh my God, imagine if he did. |
| 0:43.4 | Assuming he does, then the question is, |
| 0:46.7 | how much will he cut rates? |
| 0:48.0 | And shortly after this episode airs, |
| 0:49.8 | you will know more than we do coming into this episode but the question regardless |
| 0:53.8 | on everyone's mind is what happens next are these rate cuts just in time or are they too |
| 1:00.4 | little too late will we get a recession or the soft landing |
| 1:04.1 | that Powell and company are hoping for? |
| 1:06.2 | And of course, what will happen to our crypto assets |
| 1:09.1 | if all of these things come true? |
| 1:11.0 | We discuss all of this with Macro Elf. He's one of our favorite minds in Macro. We talk about |
... |
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