Will the Fed Thread the Needle? with Itay Vinik

<p>Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.</p> <p>Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?</p> <p>------<br /> ✨ BECOME A BANKLESS CITIZEN ✨<br /> <a href= "https://www.bankless.com?utm_source=YouTube&utm_medium=ChannelLinks&utm_campaign=Website"> https://www.bankless.com?utm_source=YouTube&utm_medium=ChannelLinks&utm_campaign=Website</a>! </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>👻 PHANTOM | FRIENDLY MULTICHAIN WALLET<br /> <a href= "https://bankless.cc/phantom-waitlist">https://bankless.cc/phantom-waitlist</a> </p> <p>🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE<br /> <a href= "https://bankless.cc/MetaMask">https://bankless.cc/MetaMask</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:00 Itay Returns<br /> 8:00 Reflecting on 2022<br /> 12:04 Equi Portfolio<br /> 15:35 Threading the Needle<br /> 19:10 Destroying Wealth<br /> 26:45 Accelerating Chaos<br /> 29:10 Inflation and Monetary Supply<br /> 38:30 The Fed is Bleeding<br /> 43:30 Small Cap Stocks<br /> 46:00 Will the Fed Pivot?<br /> 55:14 Economic Recession<br /> 1:01:14 Recession Indicators<br /> 1:02:59 Hopium<br /> 1:06:24 The US Banking System<br /> 1:09:44 How to Analyze the Economy</p> <p>------<br /> Resources:</p> <p>Itay Vinik<br /> <a href= "https://twitter.com/VinikItay?s=20">https://twitter.com/VinikItay?s=20</a> </p> <p>Equi<br /> <a href="https://www.equi.com/">https://www.equi.com/</a> </p> <p>Links to our recent macro series<br /> <a href= "https://youtu.be/pP_HHE0kFhA">https:/