We’re In The Pipe, Five by Five
Feb 18, 2023•1 hr 13 min•Season 2Ep. 49
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Summary
The hosts critique Goldman Sachs' CEO and board, using a humorous fictional interview before analyzing the Federal Reserve's quantitative easing and bond holdings. They suggest these actions have temporarily obscured significant mark-to-market losses, preventing a market "break." The discussion extends to equity valuations, the "higher for longer" interest rate environment, and the need for investment caution given geopolitical tensions and mixed economic signals.Episode description
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