AAP Podcast #26: Silicon Valley Bank, The Fed, Defense Spending and more with Peter Tchir

 

 

In this week’s AAP Podcast, Chris Versace is joined by Real Money contributor and Head of Macro Strategy at Academy Securities, Peter Tchir. From the fallout from Silicon Valley Bank and Signature Bank to discussing the impact of the February CPI report on expectations for the Fed and monetary policy, Chris and Peter cover quite a bit of ground. Peter shares likely next steps as the ripple effect of Silicon Valley Bank is had and parts with some interesting thoughts on what helped contribute to the inflationary environment the Fed is now trying to lick. Chris and Peter also discuss the mixed message the market is giving when it comes to monetary policy later this year, but also why the market should focus on the Fed’s other policy tools, not just the fed funds rate. The conversation then pivots toward defense spending and the debt ceiling with Peter explaining why he closely watching to see if China sells weapons to Russia.

 

Now please sit back and enjoy this timely conversation between Chris Versace and Peter Tchir.