In a post-FOMC meeting discussion, Tyler and Quinn analyze the Fed's recent decisions, including the introduction of reserve management purchases (RMPs) and their implications for inflation, market rotation, and asset selection. They debate the effectiveness and consistency of the Fed's policies, especially regarding inflation targets and labor market assessments. The conversation extends to potential fiscal stimulus, the influence of a new Fed governor, and the impact of these factors on small caps, large cap tech, and hard assets. Furthermore, they explore China's trade performance, the psychological aspects of inflation, and the potential for a Santa rally, while also touching on wealth inequality, social commentary, and the state of the crypto market.
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