39:55

EssentialThe Essential Conversation

Will the Fed Release the Floodgates?

Featuring Larry McDonald and Ed Harrison

Mar 17, 2021 • 39 minutes

367

13

Essential

The Essential Conversation

Will the Fed Release the Floodgates?

In the summer of 2020, Larry McDonald argued that technology stocks would be vulnerable to a rise in interest rates--here, he updates his thesis.

Featuring Larry McDonald and Ed Harrison

Mar 17, 2021 • 39 minutes

In the summer of 2020, Larry McDonald, New York Times bestselling author and publisher of The Bear Traps Report, argued that technology stocks would be vulnerable to a rise in interest rates. Now that his prediction has played out, he returns in this conversation with Real Vision's managing editor Ed Harrison to update his thesis on growth stocks, yield curve control, and commodities. Filmed on March 15, 2021. Key learnings: McDonald argues that the Federal Reserve has no choice but to prevent the bond market from derailing the economy. He expects the Fed to issue calendar guidance, give assurances on their balance sheet, and even (perhaps) indicate a willingness to experiment with yield curve control. In this environment, McDonald expects a rotation out of big tech and into cyclical and value sectors of the market Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In