Blockworks Macro, Released on 6/12/22 (Recorded on 6/10/22)

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jesse Felder, author of The Felder Report. Felder argues that a strong dollar, severe interest rate spikes, and surging commodity prices indicate that a deep earnings recession is on the horizon. Felder explains why he thinks a Fed pivot is likely and fleshes out his macro thesis on stocks, bonds, and precious metals. For details of Jesse’s actionable trade idea, you will have to listen in!

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

  inflation, Jesse Felder, recession