Macro Podcast: The Inflection Point For Interest Rates

HOW do interest rates work and WHERE are we in the cycle?

Interest rates shape the rise and fall of nations. They are more than the price of a mortgage or number on a credit card statement. Interest rates control the price of money and thereby all goods and services denominated in a currency. The intricacies of this were laid out in this presentation where I explained HOW everything fits together and WHY understanding rates is instrumental in orienting yourself correctly in any domain.

All of the technical components for interest rates were laid out in the educational primer here:

And also the conversation with

Prometheus Research

here:

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Macro Podcast: The Inflection Point For Interest Rates

Today we are going to cover WHERE we are in the cycle of interest rates and explain WHY we are likely at a short-term inflection point.

(As a reminder, there will be a price increase on the Substack in 3 days. If you subscribe BEFORE then, you can lock in the current rate for all the future upside. All of the details can be found here: Link)

Enjoy the podcast! All of the charts used in the podcast can be found below.

Slide Deck: https://docs.google.com/presentation/d/1QUDQOPBGbStOuPSQ4M-ML-5wN-B2vo7G/edit?usp=sharing&ouid=111722422212873357151&rtpof=true&sd=true

All of the most recent macro research can be found here:

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