#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead

The Julia La Roche Show

Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 179.

Links:

PhinanceTechnologies: https://phinancetechnologies.com/

Twitter/X: https://x.com/DowdEdward

00:00 Intro and welcome Ed Dowd

00:46 Macro picture

02:14 On the precipice of a slowdown in the economy

03:15 State of the real economy

04:30 Disconnect in the U.S. stock market, a fast and furious correction

10:17 Preparing for the correction: allocating portion to T-Bills

11:38 Generational opportunity

13:30 Growing debt and deficits

15:45 Need the austerity candidate

16:58 A looming crisis

18:48 UBI and a CBDC

22:25 Gold

24:30 Toxic brew

27:29 Erosion of the middle class

29:00 Inflation

30:40 Rate cut

33:00 Policy error of the Fed

36:20 Real estate

38:00 Immigration

40:13 GDI for average middle class went up under Trump

42:12 Chaos creates opportunity

46:12 Phinance Technologies: Providing Alternative Perspectives on the Market