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.
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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).

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