Lundy Wright Talks Fed Pivot & Logical Hopscotch [PODCAST]

Lundy Wright

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Lundy Wright evaluates the current state of the Federal Reserve’s monetary policy, the possibility for a Fed Pivot, and whether to fade a rally in risk.

In this episode, G3 welcomes the one and only Lundy Wright of Weiss to talk about all of the talk around a Fed Pivot. Has it started? When will it start? What are the signs that a pivot may be coming? What does a pivot even mean? G3 checks in with Lundy to get his thoughts on these and several other related issues.

And after the discussion is over, instead of pivoting out of your chair, please stick around to hear important disclosures at the end of the episode.

Timestamps:

  • Was the messaging from the last FOMC meeting incongruent? [1:43]
  • What is the so-called Fed Pivot anyway? [4:24]
  • How much does Thursday’s CPI print matter to the Fed at this point? [8:43]
  • Lundy’s view on why rallies in risk should be faded.? [13:20]
  • The Hobbesian choice between a “doom loop” of tightening rates or capitulating to another round of QE to finance America’s growing deficit? [18:40]
  • What does “logical hopscotch” mean? [21:05]
  • Who is Nick Timiraos and why is he worth paying attention to? [24:17]
Resources:
  1. October CPI Press Release
  2. Fed Holds First-Ever Press Conference
  3. Who is Nick Timiraos?

About: About: Consistent with its mission to invest in people, partnerships, and a purposeful future, Weiss Multi-Strategy Advisers launched a weekly podcast, In Search of Green Marbles, in November 2021. In each episode, Weiss leaders provide differentiated insights (i.e., green marbles) that aim to help institutional investors, financial advisors, and individuals identify actionable investment themes amidst the noise in today’s market environment. Primary topics of discussion include exponential innovation, the US-China relationship, longevity’s impact on financial markets, and the latest economic themes. Hosted by G3, featured guests include Weiss President and CIO Jordi Visser, Deputy CIO Mike Edwards, and Senior Vice President and Portfolio Manager Lundy Wright.

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