#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead
The Julia La Roche Show · Julia La Roche
Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 179.
Links:
PhinanceTechnologies: https://phinancetechnologies.com/
Twitter/X: https://x.com/DowdEdward
00:00 Intro and welcome Ed Dowd
00:46 Macro picture
02:14 On the precipice of a slowdown in the economy
03:15 State of the real economy
04:30 Disconnect in the U.S. stock market, a fast and furious correction
10:17 Preparing for the correction: allocating portion to T-Bills
11:38 Generational opportunity
13:30 Growing debt and deficits
15:45 Need the austerity candidate
16:58 A looming crisis
18:48 UBI and a CBDC
22:25 Gold
24:30 Toxic brew
27:29 Erosion of the middle class
29:00 Inflation
30:40 Rate cut
33:00 Policy error of the Fed
36:20 Real estate
38:00 Immigration
40:13 GDI for average middle class went up under Trump
42:12 Chaos creates opportunity
46:12 Phinance Technologies: Providing Alternative Perspectives on the Market