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Episode 62: Is The Fed Falling Behind? With Brent Donnelly.

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Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

With inflation softening and global central banks starting to cut, is the Fed falling behind? Brent Donnelly, President of Spectra Markets, joins Maggie Lake to discuss whether Powell can really hold rates steady for much longer, and what happens if the market forces his hand. They also dig into currency risk for investors looking abroad, Brent's outlook for global currencies vs USD, and why he thinks "we are moving more and more towards central planning of the economy as rapidly rising debt forces the US government towards wave upon wave of financial repression."You can find more of Brent's work here: https://www.spectramarkets.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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116 episodes

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Manage episode 488228060 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

With inflation softening and global central banks starting to cut, is the Fed falling behind? Brent Donnelly, President of Spectra Markets, joins Maggie Lake to discuss whether Powell can really hold rates steady for much longer, and what happens if the market forces his hand. They also dig into currency risk for investors looking abroad, Brent's outlook for global currencies vs USD, and why he thinks "we are moving more and more towards central planning of the economy as rapidly rising debt forces the US government towards wave upon wave of financial repression."You can find more of Brent's work here: https://www.spectramarkets.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

  continue reading

116 episodes

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