ICYMI: Will Powell’s Jackson Hole Speech Break Markets? We Discuss: 🔶 Jackson Hole & Powell’s legacy speech 🔶 Trump’s Fed takeover strategy 🔶 The outlook for bond yields 🔶 Foreigners retreating from Treasury auctions 🔶 Why inflation risk > recession risk @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Cold Open 02:05 Jackson Hole Preview 08:00 Fed Minutes 10:50 Will Powell Be A Dove or Hawk? 16:50 Bullish Post Jackson Hole? 18:00 JH Impact on Bond Yields 23:18 Trump’s Fed Takeover Strategy 27:45 Centralization & the Frontiers 30:55 Treasury Auctions in Danger Zone? 35:55 Hike to Save the Long End! 37:44 Boom Time in Japan? 41:26 Inflation Risk Greater Than Recession Risk 44:40 The New Financial Reality 49:14 Short Financials? 50:12 Final Thoughts Links Below ↓