What are the Politics of a Fed Pivot? | Nick Timiraos

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 2 November 2022

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In Episode 280 of Hidden Forces, Demetri Kofinas shares the the audio from a live Q&A call that he recently hosted for members of the new Hidden Forces Genius tier with Wall Street Journal chief economics correspondent Nick Timiraos. These calls are part of our Investor Roundtable series and include discussions with experts who our members would like to hear more from and who they would like to have the chance to ask questions to directly. We had a chance to discuss some of the news coming out ahead of the FOMC meeting this week, including increased calls for the Fed to slow its rate of tightening and concerns about the Fed’s long-term independence in the face of political pressure.

You can access transcript to this investor roundtable by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

If you want access to our Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can learn more at HiddenForces.io/subscribe. If you have further questions, feel free to send an email to [email protected], and Demetri or someone else from our team will get right back to you.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 10/26/2022

Transcript

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0:00.0	What's up, everybody?
0:07.2	What you're about to hear is the recording from a live Q&A call that I recently hosted
0:11.8	for members of our new Genius tier.
0:13.7	I've been releasing the audio from some of these calls on our premium feed just to give
0:18.5	people a sense of what this new tier is all about.
0:22.0	Most of what I've been releasing is audio from our monthly Q&A calls with our regular
0:26.4	resource contributors and members of our Genius community, like Rory Johnston on the
0:31.0	oil market, Eric Bismagian on macro trends and analysis of the latest economic data, and
0:37.6	Michael Howell on global liquidity and the state of capital markets.
0:42.4	All of our Genius members get access to summary documents created by our contributors ahead
0:47.2	of these calls.
0:48.2	And we spend about an hour or so reviewing that research material with them and taking
0:53.1	questions from our community.
0:55.2	If you're a subscriber to this tier, you also get special membership discounts as much
0:59.5	as 50% off our contributors research.
1:02.6	So it's a great way to sample a bunch of different people's work, dig into it with them
1:07.9	and other members of the community.
1:09.3	And if you decide you still want to go even deeper, you're able to do that at an incredibly
1:14.6	generous rate.
1:16.2	I'm also in the process of adding a geopolitical analyst, a crypto analyst, and an expert on Chinese
1:22.0	economic data to this regular list of contributors.
1:25.6	It's a really valuable thing that we're building here, guys, and it's only part of what comes
	...

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