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Pro MacroInsider Talks

Will Brainard Replace Powell? (Inside The Episode)

Featuring Roger Hirst

Nov 18, 2021 • 41 minutes

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Pro Macro

Insider Talks

Will Brainard Replace Powell? (Inside The Episode)

Roger Hirst dives into the themes surrounding Taylor and Brigde's conversation in November s Insider Talks around Powell's potential replacement.

Featuring Roger Hirst

Nov 18, 2021 • 41 minutes

In the latest installment of Inside The Episode, Real Vision managing editor Roger Hirst dives into the themes surrounding Michael Taylor and Julian Brigden’s conversation in November’s Insider Talks. Most of their conversation revolved around the potential for Fed Chair Jerome Powell to be replaced by Lael Brainard. The official announcement is expected in December, but Michael thinks they will ‘float a balloon’ and test the market before then - potentially the day after Thanksgiving. However, the Senate Banking Committee Chairman Sherrod Brown said that an announcement is imminent, leaving the market skeptical. Roger explains how flows define the framework, the conundrum of high inflation but low yields, potential pivot by the Fed, and whether the market can handle a policy transition inside the episode. Recorded November 17, 2021 Show More

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

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