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The Great Rate Debate
Is inflation or a recession the bigger threat to the U.S. economy?
Featuring Cullen Roche, Joseph Wang and Ash Bennington
Dec 12, 2022 • 61 minutes
Despite admiring each other’s work for many years, Fed watchers Cullen Roche and Joseph Wang fundamentally disagree on what the Federal Reserve needs to do to get the U.S. economy on the right path. Roche, the CIO of Discipline Funds, thinks a mini-2008 style crash is the biggest threat; while Wang, principal at Fedguy.com, believes a recession is no match for structurally high inflation. Don’t miss these two battle it out in this Real Vision debate. This new series is a Real Vision Plus offering, but we’re opening it up to our Essential members today! Recorded on November 18th, 2022.
Show MoreThe thing about macro is that there are very rarely 100% right or wrong answers. Each month, Real Vision pairs two heavyweights with opposing views on the most pressing topics in macro finance -- from geopolitical matters to monetary policy and far beyond. This exchange of ideas sparks critical thinking and expanded horizons in both participants and viewers. Oh, and no shouting matches allowed.
More EpisodesThe thing about macro is that there are very rarely 100% right or wrong answers. Each month, Real Vision pairs two heavyweights with opposing views on the most pressing topics in macro finance -- from geopolitical matters to monetary policy and far beyond. This exchange of ideas sparks critical thinking and expanded horizons in both participants and viewers. Oh, and no shouting matches allowed.
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