ODEON CAPITAL CONVERSATIONS
ODEON CAPITAL CONVERSATIONS
Odeon Conversations
Eps 1: In the eye of the financial storm, a heavily-indebted Fed, signaling interest rate rises, is 'in trouble', says Dick Bove. The conversation takes a closer look & asks the big questions
55 minutes Posted Jan 26, 2022 at 4:11 pm.
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Episode 1 of Odeon Capital Conversations hits the airwaves during some of the most stomach-churning and significant events on Wall Street in recent months—from anticipated interest rate increases to market turmoil and volatility. This comes just as one of the strongest recoveries on record has turned bearish and spooks investors. Odeon’s Dick Bove and Mat Van Alstyne take their first deep dive in a wide-ranging conversation, starting with the Federal Reserve’s money printing machine, stimulus spending and how it could play out in the coming months. Is the economy facing a prolonged period of inflation, or will that abate as soon as the nation returns to business as usual in a post pandemic world? Could America face a future similar to Japan, an economy led by 20-plus years of near zero interest rates? Is the balance sheet of the Fed, heavily borrowed, a disaster and in trouble? These are some of the questions Dick and Mat answer and debate, each sometimes reaching sharply different conclusions. Host John Aidan Byrne moderates and joins the debate at key turning points in this rich conversation that will keep you informed and on top of the macro and not so macro pictures.