In our third consecutive episode of Straight Talk, I discuss markets and macro with my good friend Guy Adami and my good virtual friend Sven Henrich aka The Northman Trader, hosted on Sven’s YouTube channel.
We discuss the cause (and speculate on the eventual effects) of the Fed’s unprecedented money printing and their continued jawboning of easy monetary policy to keep risk assets afloat. Again we talk about the recent flare-up in U.S. – Chinese relations, and the challenges of a smooth re-opening of the economy and what it all means for the pace of a recovery from the coronavirus pandemic and ultimately what the stock market is pricing in at the moment. Enjoy and have a great Memorial Day weekend.