Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.
Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?
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Topics Covered
0:00 Intro
6:00 Itay Returns
8:00 Reflecting on 2022
12:04 Equi Portfolio
15:35 Threading the Needle
19:10 Destroying Wealth
26:45 Accelerating Chaos
29:10 Inflation and Monetary Supply
38:30 The Fed is Bleeding
43:30 Small Cap Stocks
46:00 Will the Fed Pivot?
55:14 Economic Recession
1:01:14 Recession Indicators
1:02:59 Hopium
1:06:24 The US Banking System
1:09:44 How to Analyze the Economy
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Resources:
Itay Vinik
https://twitter.com/VinikItay?s=20
Links to our recent macro series
https://youtu.be/pP_HHE0kFhA
https://youtu.be/E8lxrsF29u0
https://youtu.be/-DzY_pCFGbI.
https://youtube.com/live/eregdZPLYjg.
https://youtu.be/5sNCrPAwt6w
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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