Listen "Kneeknockers"
Episode Synopsis
We discuss recent comments by the Fed and bank industry luminaries as it relates to whether the current bank crisis is closer to the beginning or the end. We also delve into the continuing divergence between earnings expectations and interest rate expectations, and why this is the most important problem markets must solve. Finally, we cover the simple math behind inflation and assess our chances of getting back to the Fed's 2% target in one piece. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
More episodes of the podcast Tea and Crumpets
Christmas Present
23/12/2025
Ish
09/12/2025
I Have Two Gavels. One for Each of You.
19/11/2025
Red October?
02/10/2025
Hot Pot Paranoia
11/09/2025
The Gilded Age
26/08/2025
Demise of the Switchboard Operator
06/08/2025
Dear Jerome
15/07/2025
Black Eye
17/06/2025
The Swamp Always Wins
15/05/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.