Will the Fed Thread the Needle? with Itay Vinik

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.
Apr 5, 20231 min read

Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?


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


Itay Vinik

  • https://twitter.com/VinikItay?s=20


  • https://www.equi.com/

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

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

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