This podcast episode explores the recent comments made by Fed Commissioner Waller and their implications for the markets. The discussion covers a potential reverse operation twist, the reactions of risk assets such as gold and Bitcoin, and the analysis of various economic data points indicating signs of a recession. Furthermore, the podcast delves into the risks associated with banking and commercial real estate, as well as the sustainability of government deficits. It also touches on the economic challenges faced by China and Europe. The episode concludes with an introduction to EuroDollar University, an educational platform focused on enhancing participants' understanding of financial concepts.
