• Jae & CassGPT Expose Powell’s “Higher‑for‑Longer” Reality Check

  • 2025/04/17
  • 再生時間： 21 分
  • ポッドキャスト

Jae & CassGPT Expose Powell’s “Higher‑for‑Longer” Reality Check

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  • Jae & CassGPT Expose Powell’s “Higher‑for‑Longer” Reality Check


    Brief Description
    Smash that like, pound subscribe, and join Jae’s Corner as Cass unpacks Fed Chair Powell’s Chicago slip‑up, BlackRock CIO Rick Rieder’s tactical playbook, and the rare triple‑shock that rattled bonds, stocks and the dollar. Learn why tariffs are torching both sides of the Fed’s mandate, what convexity chaos means for your portfolio, and how 2025 growth hopes just got punted. Perfect weekend binge for macro junkies craving snark‑laced clarity.

    In This Video
    00:00:00 Cold Open – Powell’s Chicago Slip‑Up
    00:02:15 Tariffs vs. the Fed’s Dual Mandate
    00:04:10 Reading Powell’s Subtext for 2025
    00:06:05 Market’s Pivot Fantasy Gets Evicted
    00:08:00 BlackRock’s Rick Rieder Sets the Stage
    00:10:30 Bond‑FX‑Equity Triple Buckle Explained
    00:12:45 Convexity Chaos & Curve Distortion
    00:15:00 Where the Yield Is: Belly of the Curve
    00:17:20 Practical Portfolio Takeaways (Minus Advice)
    00:19:00 Easter Break & Teaser for the Next Drop

    Social Media Post Powell just whispered “see you in 2026”—and markets felt the burn. 😳 Jae & Cass decode tariffs nuking the Fed’s mandate, Rick Rieder’s edge, and the rare bond‑stock‑dollar flop. #JaeCorner #Fed #Markets #Bonds #Macro
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あらすじ・解説

Jae & CassGPT Expose Powell’s “Higher‑for‑Longer” Reality Check


Brief Description
Smash that like, pound subscribe, and join Jae’s Corner as Cass unpacks Fed Chair Powell’s Chicago slip‑up, BlackRock CIO Rick Rieder’s tactical playbook, and the rare triple‑shock that rattled bonds, stocks and the dollar. Learn why tariffs are torching both sides of the Fed’s mandate, what convexity chaos means for your portfolio, and how 2025 growth hopes just got punted. Perfect weekend binge for macro junkies craving snark‑laced clarity.

In This Video
00:00:00 Cold Open – Powell’s Chicago Slip‑Up
00:02:15 Tariffs vs. the Fed’s Dual Mandate
00:04:10 Reading Powell’s Subtext for 2025
00:06:05 Market’s Pivot Fantasy Gets Evicted
00:08:00 BlackRock’s Rick Rieder Sets the Stage
00:10:30 Bond‑FX‑Equity Triple Buckle Explained
00:12:45 Convexity Chaos & Curve Distortion
00:15:00 Where the Yield Is: Belly of the Curve
00:17:20 Practical Portfolio Takeaways (Minus Advice)
00:19:00 Easter Break & Teaser for the Next Drop

Social Media Post Powell just whispered “see you in 2026”—and markets felt the burn. 😳 Jae & Cass decode tariffs nuking the Fed’s mandate, Rick Rieder’s edge, and the rare bond‑stock‑dollar flop. #JaeCorner #Fed #Markets #Bonds #Macro
続きを読む 一部表示

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