Fed
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 24, 2025 by Ben Gilbert · across every show →
Everything said about Fed, oldest first
Feb 24, 2025 positive
Modest annual price hikes establish a price floor and guarantee Rolex appreciation
“Well, they raise prices slowly every year. It's a modest price increase every year that kind of sets the floor. And frankly, if they do it over enough decades, Everybody just believes forever that these things are gonna appreciate, because it's almost like the…”
Jul 16, 2025 neutral
Dimon: JPMorgan stress tests fat tails beyond Fed requirements like 8% rates
“And so I always look at what I call the fat tails, and manage that we can handle all the fat tails, and not the stress test the Fed gives us, but all the fat tails.
Markets down 50%, interest rates up to eight percent, credit spreads back to worst ever.
Of cou…”