Mar 15 • 38M

Discussing the Possible End of QT With One Who Worked at the Fed (+Transcript +Photo Gallery)

Season 5, Episode 7 feat Jake Schurmeier, Harbor Capital

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Each guest has a contrarian take on a current narrative in global financial markets. The guest is questioned and challenged on this thesis and asked to supply investments ie stocks and funds that may benefit -- with the understanding that this is not investment advice.
Episode details

Jake Schurmeier of Harbor Capital Management joins the podcast to discuss his experience at the Federal Reserve Bank of New York, which overlapped with a full monetary policy cycle, and what this may tell us about future Fed policy -- especially in light of the events surrounding Silicon Valley Bank (SIVB 0.00) and Signature Bank of New York (SBNY 0.00).

This is the full podcast episode, available to premium subscribers exclusively. Don’t have time to listen to the whole thing? The actionable highlights reel contains just the most important clips and is available here as an additional service to premium subscribers. Alternately, read the transcript at the bottom of this page.

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