fejau
@fejau_inc
Head of content @blockworks | Podcast @forwardguidance
Joined May 2015
1.2K Following 84.8K Followers
We got @VincentDeluard on the roundup this week! Ton of fun and some really interesting discussion. Cheers
NEW POD
We Cover:
🔸 The Fed’s stagflation trap
🔸 America’s fading stimulus
🔸 Europe’s coming currency reset
🔸 The contrarian UK equity trade
🔸 Canada’s investment revival & more!
@VincentDeluard @fejau_inc @qthomp
TIMESTAMPS:
00:00 Joined By Vincent Deluard
01:34 Did The Fed Turn Too Hawkish?
08:10 The Stimulus Boom Is Fading
13:11 The Return Of Stagflation
21:06 Is The Fed Making A Mistake?
25:45 Can Trump Salvage Midterms?
32:35 Why AI Leaders Want Regulation
35:46 Will Europe Follow Japan?
48:45 The European Debasement Trade
59:28 Is The UK The Best Hedge?
01:05:41 Can Canada Reinvent Its Economy?
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