Jesse Felder: Prepare For A “Reckoning” In The Soft Landing Narrative

Blockworks Macro, Released on 8/2/23 (Recorded on 7/31/23)

On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year.

00:00 Introduction
01:07 Where Are We In The Cycle?
07:37 Bear Market Rally, Or New Bull Market?
11:47 Permissionless II Ad
12:36 Sentiment & Valuations
16:58 “At Some Point The Bond Market Takes Away The Money Printer”
21:28 The Bank of Japan Surprises Markets
31:15 Research Ad
32:28 The Path Ahead For The Dollar
36:41 While Monetary Policy Tightens, Fiscal Continues Spending
38:45 Is The inflation Fight Really Over?

Jesse Felder is a former hedge fund manager and founder of The Felder Report.

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