Is the Real Rates Tsunami Incoming?
As the Fed continues to conduct QT, what does that mean for real rates and growth?
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
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Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these uncertain times. Recorded November 6th.
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