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Is the Fed done with K-shaped monetary policy?
Episode 364
Published 2 months, 2 weeks ago
Description
We examine whether the Federal Reserve is beginning to move away from decades of K-shaped monetary policy following Chair Kevin Warsh's congressional testimony. Darius also explains why 42 Macro believes Warsh is pursuing structural reforms aimed at restoring the Fed's price stability mandate, while highlighting the long-term implications for gold, Bitcoin, Treasury bonds, and broader asset markets.