Scott Minerd

Macro Markets Podcast Episode 27: Minerd on the Fed and Investing Heading into 2023

"The Fed Had To Be Very Hawkish"

Markets Rally After Weak CPI Data

Divided Government Is a Great Outcome

I Would Not Call This a Pivot Today

We Are Seeing Cracks All Over the Place

Fed Day: The Argument for 100 Basis Points

"A Once in a Generation Opportunity" for Investors

We should see stocks fall by 20% by mid-October

“I Blame the Fed’s Forward Guidance for Market Instability”

"The Fed Will Press On This Until They Break Something"

Recession ‘Inevitable’ as the Fed Fights Inflation

Bear Markets Don’t End at Fair Value

A Season of Pain

Fed Starts Its Inflation Fight