Ed Harrison, senior editor at Bloomberg and author of The Everything Risk, joins Jack Farley to share his outlook on inflation, the Federal Reserve’s ongoing tightening efforts, and the sell-off in long-duration tech stocks. Harrison shares his outlook on China, commodities, the FAANG stocks, and why he sees the makings for a new era for markets.
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(00:00) Introduction
(02:36) Is The Era of East Money Over?
(04:56) Comparisons to the 2000s Tech Album
(13:30) Valuing Companies With Network Effects
(16:23) Markets Reaction To Monetary Policy
(18:46) ARKK
(22:25) Fed Rate Hikes & Credit Markets
(27:26) Where Is The Fed Put?
(31:53) Bit.com Ad
(32:25) A Shift From Deflation to Inflation?
(37:31) FANTAMAN Stocks
(40:28) How China is Exporting Stagflation
(41:55) Russia's Invasion of Ukraine & The Effect On Energy Markets
(46:19) Will High Energy Prices Cause Demand Destruction?
(50:05) 5YR Breakeven Inflation
(51:40) Inflation in Europe
(52:58) The Global Dollar Wrecking Ball
(56:06) Final Thoughts
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.