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Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

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Manage episode 398585849 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks 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://player.fm/legal.

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Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

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Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly after the Powell press conference on January 31, 2024.

__

Follow Joseph: https://twitter.com/FedGuy12

Follow John Comiskey on Twitter https://twitter.com/Johncomiskey77

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Follow On The Margin: https://twitter.com/OnTheMarginPod

__

Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london

__

Timestamps:

(00:00) Introduction

(00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"

(07:51) Joseph's View On Asset Prices

(10:04) Joseph's View on Rates

(20:52) Vaneck Ad

(21:37) The Plumbing Of How The Government & Fed Prints Money

(32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement)

(39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024

(44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)

(49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets

(52:19) Concentration of Stock Market Rally

(01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)

(01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!!

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

381 episodes

Artwork
iconShare
 
Manage episode 398585849 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks 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://player.fm/legal.

__

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

__

Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly after the Powell press conference on January 31, 2024.

__

Follow Joseph: https://twitter.com/FedGuy12

Follow John Comiskey on Twitter https://twitter.com/Johncomiskey77

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Follow On The Margin: https://twitter.com/OnTheMarginPod

__

Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london

__

Timestamps:

(00:00) Introduction

(00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"

(07:51) Joseph's View On Asset Prices

(10:04) Joseph's View on Rates

(20:52) Vaneck Ad

(21:37) The Plumbing Of How The Government & Fed Prints Money

(32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement)

(39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024

(44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)

(49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets

(52:19) Concentration of Stock Market Rally

(01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)

(01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!!

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

381 episodes

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