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Fed's Jackson Hole speech as potential yield curve catalyst
The host argued that Fed Chair Powell's upcoming Jackson Hole speech could be a catalyst for further yield curve shifts, as his hawkish rhetoric has previously done the Fed's tightening work for it.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 273 MENTIONS · 188 EPISODES · 33 SHOWS
9 JUL 2025 — 26 AUG 2026 · YESTERDAY
79 SUPPORT · 35 CHALLENGE · 2 REPEAT · 157 MENTIONED
- GRANT'S CURRENT YIELD PODCAST
53 EPISODES BETWEEN · 76 MENTIONS · 128 NOT KEPT
- 128 EPISODES NOT SHOWN
- 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
- BLOOMBERG SURVEILLANCE
- WHAT BITCOIN DID
- MOTLEY FOOL MONEY
- MARKETPLACE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY · 5 MENTIONS
- 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
- THE GRANT WILLIAMS PODCAST
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- REAL VISION DAILY BRIEFING
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- EURODOLLAR UNIVERSITY
- MARKETPLACE
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- Fed's Jackson Hole speech as potential yield curve catalyst · THIS IDEA
- MARKETPLACE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD