Sophisticated institutional investors with hundreds of billions of assets under management are shocked when told the Fed sees the inflation risks they're projecting, because they expect the Fed not to understand what is obvious to competent analysts.

factualpending

Speaker

Keith McCulla

Evidence Quote

I will routinely have sophisticated institutional investors say R back to me how does the FED not see this right the FED does see it it sees it but but it by Design they they want they want that to happen [39:10]

Source

Hedgeye Investing Summit Fall 2024 | Daniel Lacalle, Chief Economist at TressisHedgeye
Created: 8/12/2026, 6:00:34 PM

My Notes

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