Show Notes

(00:00:00) Welcome to Making Markets

(00:01:50) Understanding the Goldilocks Economy

(00:02:55) Comparing Economic Cycles

(00:04:02) Income-Driven Expansion Explained

(00:08:14) Wage Inflation Dynamics

(00:09:43) Impact of Asset Prices on Inflation

(00:16:18) Government Deficits and Economic Growth

(00:21:24) Federal Reserve's Role and Challenges

(00:26:58) The Role of Forward Guidance in Federal Reserve Policy

(00:27:44) Volatility and Misleading Predictions

(00:28:45) Market Reactions and Fed's Influence

(00:30:26) Understanding the Fed's Reaction Function

(00:31:53) Stock Market Dynamics and Earnings Growth

(00:33:17) The Case for Gold in a Portfolio

(00:38:46) Bitcoin vs. Gold: A Comparative Analysis

(00:41:34) Monetary Policy and Asset Correlations

(00:43:07) Housing Market Trends and Challenges

(00:45:12) Commercial Real Estate and Private Equity Concerns

(00:50:12) Market Consensus and Hedge Fund Strategies