Fed forced into a dovish pivot on rates
The host's post-interview takeaway was that the Fed is shifting to a regime where cutting rates is necessary due to liquidity pressures, treasury issuance, and a policy pivot toward Main Street.
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The story so far
CONTESTED · 257 MENTIONS · 176 EPISODES · 33 SHOWS
9 JUL 2025 — 17 AUG 2026 · 4D AGO
72 SUPPORT · 35 CHALLENGE · 2 REPEAT · 148 MENTIONED
- GRANT'S CURRENT YIELD PODCAST
- 29 EPISODES NOT SHOWN
- MACROVOICES · 2 MENTIONS
- Repo market stress signals liquidity withdrawal
- Fed forced into a dovish pivot on rates · THIS IDEA · CHALLENGES
52 EPISODES BETWEEN · 66 MENTIONS · 87 NOT KEPT
- 87 EPISODES NOT SHOWN
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK
- PROF G MARKETS
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- THE POMP PODCAST
- BANKLESS · 2 MENTIONS
- THE DIVIDEND CAFE · 4 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- MARKETPLACE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- FORWARD GUIDANCE · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- THOUGHTFUL MONEY
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- WHAT BITCOIN DID
- MOTLEY FOOL MONEY
- MARKETPLACE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- THE DIVIDEND CAFE
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT
- CNBC FAST MONEY
- TOP TRADERS UNPLUGGED
- FORWARD GUIDANCE · 5 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE JULIA LA ROCHE SHOW
- BLOOMBERG SURVEILLANCE
- MACROVOICES
- MARKETPLACE · 2 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- EURODOLLAR UNIVERSITY · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
- BANKLESS · 5 MENTIONS
- THE DIVIDEND CAFE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD