Magic Markets #61: The Fed flip-flop

Episode 61 February 02, 2022 00:20:55
Magic Markets #61: The Fed flip-flop
Magic Markets
Magic Markets #61: The Fed flip-flop

Feb 02 2022 | 00:20:55

/

Show Notes

Stock-picking is a fun game that we all like to play. Here’s the thing: if you don’t keep an eye on the macro environment, then you don’t know which stream your stock fish are swimming in and how strong the current is. No matter where in the world you invest, your performance will be impacted by the decisions made by the Fed in the US.

Make no mistake, the Fed is always topical. In 2022, the Fed is more than just topical; it is dominating the narrative. The yield curve has a material impact on equity performance, especially in the tech sectors that investors have focused on during the pandemic.

In Episode 61 of Magic Markets, we discuss the recent moves by the Fed and what the market is expecting in 2022. We also explain a number of key concepts related to the Fed and do a bit of jargon-busting along the way.

Other Episodes

Episode 7

January 06, 2021 00:19:40
Episode Cover

Magic Markets #7: 2021 Preview

The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off 2021 with a recap of what worked and didn't work in their investment portfolios in...

Listen

Episode 201

November 13, 2024 00:26:27
Episode Cover

Magic Markets #201: Trump Trades

With the dust barely settled on the US election, Dimitri Zabelin of Pantheon Insights joined us to bring his international geopolitical lens to the...

Listen

Episode 6

December 16, 2020 00:17:52
Episode Cover

Magic Markets #6: Sustainable Investing

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the link between environmental sustainability, good corporate governance and successful long-term investing. ESG metrics are important...

Listen