Fed

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 12, 2023 by Urien Timmer · across every show →

Everything said about Fed, oldest first

Sep 12, 2023 neutral

Insight

Timmer: Higher cost of capital from Fed rate hikes requires broad asset resets

“All investments are really valued as the present value of future cash flows, and that's true for bonds, it's true for stocks, and what the Fed was doing last year was raising the cost of capital, and that requires a reset for all assets, and that's exactly wha…”

Urien Timmer Sep 12, 2023 ▶ 3:32 An Investor’s Briefing

Nov 2, 2023 neutral

Assertion Supported

Gagliardi: 2022-2023 Fed rate hikes were most aggressive since 1982

“You'd have to go back to 1982 to find a Fed moving this hard, this fast, hard line, no exception, and just hawkish all the way.”

John Gagliardi Nov 2, 2023 ▶ 22:39 A Rewind for Your Money Matters: Season 4 Recap

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Fed

Everything said about Fed, oldest first

Turn any episode into a week of clips.