The Fed's Quandary: Speculative Fervor Around Inflation Expectations ( w/ Michael Lebowitz & Ed Harrison)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 21 January 2021

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Jan21,2021: Michael Lebowitz, partner at Real Investment Advice, joins Real Vision managing editor Ed Harrison to discuss where inflation is headed and whether the market’s bet on the Fed getting it right this time has merit. Lebowitz discusses the nature of market price action for the past several months as risk assets have caught on fire and sector rotation has been occurring with incredible speed. With the growth of M1 and the velocity of money moving in opposite directions, Harrison and Lebowitz explore how the Fed might have to rethink their quantitative easing (QE) operations in order to achieve their goals of generating inflation. In light of this context, Lebowitz discusses his investment approach in this market environment. In the intro, Real Vision’s Haley Draznin checks out the markets on the first full day of President Biden’s holding office. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Whether it's an under the radar genre or a proper out there podcast, sometimes it's better when you get weird, especially when it comes to switching up your soft drink, introducing new Dr Pepper Zero
0:12.6	with the same blend of 23 unique flavors,
0:15.4	it tastes just as weird as regular Dr Pepper,
0:18.9	but with zero sugar and zero calories.
0:21.7	It's a taste you can't quite put your finger on.
0:24.1	Weird. But in a surprisingly good way, try more weird with Dr Pepper Zero. It's Thursday, January 21st, 2021.
0:46.7	This is the Real Vision Daily Briefing
0:48.2	and I'm Ed Harrison.
0:49.7	I'm gonna be shortly joined by Michael Leibowitz,
0:52.4	who's a portfolio manager at RIA Advisors but first with
0:56.7	the news of the day we've got Haley Drasnan.
0:59.1	Hey Ed, what do the markets look like with Biden as president?
1:03.0	All three major indices notched all-time highs yesterday
1:06.7	on Wednesday, and the NASDAQ was at a record high
1:09.8	again today on Thursday.
1:11.6	With TechSots leading this gain ahead of earnings reports, we saw
1:15.3	IBM and Intel report today and have both rallied this week. The S&P 500 was
1:21.1	relatively flat on the day and the Dow was down slightly and that may be
1:25.7	because of the relatively weak jobless claims data that was released this morning
1:30.4	claims remain high 900,000 Americans filed for first time unemployment benefits
1:36.4	on a seasonally adjusted basis.
1:38.8	They were down slightly from the prior week's upswing.
	...

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