Premium Only Content
The Bottom Is Likely In | Mark Dow
Blockworks Macro
88.8K subscribers
On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Mark Dow author of behavioural macro, a former policy economist, prior hedge fund manager and self prescribed fiat enthusiast.
Mark walks through the process of QE & QT and explains how most overestimate the effect they have on liquidity. Does QE actually have any effect on a banks appetite for risk?
Alfonso & Mark then discuss if the Fed will remain tighter than most think & what level of inflation will cause the Fed to reverse course. Could the bottom be in? To find out, you'll have to tune in!
--
Follow Mark Dow: https://twitter.com/mark_dow
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
00:00 Introduction
00:44 Quantitative Tightening
08:13 Does QE Actually Effect Banks Appetite For Risk?
17:45 What Level Of Inflation Does The Fed Wan't To See?
22:11 The Fed Will Remain Tighter Than Most Think
--
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
-
5:19:30
Donald J. Trump
12 hours agoDonald J. Trump Attends the Presidential Parade
600K360 -
DVR
GOP
1 day agoDonald J. Trump Attends the Presidential Parade
329K85 -
11:51:52
Right Side Broadcasting Network
7 days agoLIVE REPLAY: Inauguration of the 47th President Donald Trump, and Presidential Parade - 1/20/25
1.28M571 -
4:25:55
Kimberly Guilfoyle
11 hours agoLive Inauguration Day Coverage
179K51 -
1:06:10
LFA TV
1 day agoThe Return of 45 | TRUMPET DAILY 1.20.25 7pm
89.6K -
1:50:51
2 MIKES LIVE
7 hours ago2 MIKES LIVE #169 Inauguration Day Special!
58.6K11 -
1:58:10
Quite Frankly
11 hours ago"The Inauguration Day Call-in Show" 1/20/25
54.5K12 -
1:13:26
The Big Migâ„¢
8 hours agoTrump’s Back!
55.3K13 -
1:06:36
The Rubin Report
11 hours agoNo One Expected These Brutal Moments in Trump’s Inauguration Speech with Co-Host Sage Steele
143K146 -
8:34:54
Dr Disrespect
14 hours ago🔴LIVE - DR DISRESPECT - DELTA FORCE - STARFALL NEW SEASON
138K22