Is Disinflation the Bull Case Nobody's Talking About?

What this episode covers

We break down Warsh's first FOMC presser and what less Fed forward guidance means for markets, then our latest Ledger post: why disinflation is the bull case, the case for an expansion regime, and how the weak consumer finally rotates in.Learn More: www.market-radar.comEpisode 220

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Frequently Asked Questions

How long is this episode of Radar Podcast?

This episode is 46 minutes long.

When was this Radar Podcast episode published?

This episode was published on June 19, 2026.

What is this episode about?

We break down Warsh's first FOMC presser and what less Fed forward guidance means for markets, then our latest Ledger post: why disinflation is the bull case, the case for an expansion regime, and how the weak consumer finally rotates in.Learn More:...

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