How Do You Solve a Problem Like Stagflation?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 1 July 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stocks are sliding and bonds are rallying, as investors react to accumulating evidence that inflation will persist even though the economy is slowing down. There’s a word for that kind of scenario: stagflation. “The Fed is facing one of the worst predicaments of its existence,” tweeted Tavi Costa. “The US economy simply cannot handle the Fed’s continued monetary tightening." Costa, a partner and portfolio manager at Crescat Capital, joins Real Vision's Ash Bennington to talk about the confluence of three macro extremes. We also hear from Hari Krishnan about how there may not be a solution for the Federal Reserve’s dilemma. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3AklJeO. Watch the full conversation featuring Hari Krishnan and Ash Bennington here: https://rvtv.io/3QUWOnVhttps://rvtv.io/3xYSJG. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:42.4	Enjoy the show.
0:53.2	Welcome to real vision, daily briefing.
0:55.4	It's Thursday, June 30, 2022.
0:58.5	I'm Ash Bennington, joined today by Tavi Costa, partner and portfolio manager at Crescott
1:05.0	Capital.
1:06.0	Tavi, welcome.
1:07.0	Hi, Ash.
1:08.0	Thanks for having me.
1:09.0	It's a pleasure to have you here.
1:10.0	Let's take a look at the closing numbers on the day.
1:12.0	It looks like the NASDAQ is off about one and a third percent bouncing around the 11,000
	...

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