Fed funds

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about Fed funds, oldest first

Jun 25, 2018 bullish
Prediction Didn’t hold up
Federal Reserve Terminal Rate Will Hit at Least 300 Basis Points
“So Fed funds doesn't get to 525 basis points like it did in O six. It gets to something like, oh, let's say, 300, which I think would surprise some people if we got there, but that's where I think it's the minimum.”
James Aitken Jun 25, 2018 ▶ 1:10:15 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Nov 4, 2019 positive
Disclosure
Fitzpatrick: Soros leverages public equities at Fed funds plus 20 bps
“We can borrow against our public equities at Fed funds plus 20 basis points, lever up this safe but esoteric private credit, and it works really well.”
Dawn Fitzpatrick Nov 4, 2019 ▶ 35:39 Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
May 11, 2026 bullish
Assertion Not checkable as stated
Multi-strategy SMAs let institutional allocators borrow at Fed funds plus 20bps
“The real unlock when you think of an overall plan like UTIMCO or SWIB, you're implicitly borrowing money at Fed funds plus like 20 basis points.”
Will England May 11, 2026 ▶ 13:30 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
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