A Treasury Crisis Could Force the Fed’s Hand w/ Cem Karsan and Ash Bennington

Real Vision4 hours ago22:13

Cem Karsan believes the Fed is preparing for a major return to QE and that pressure in the Treasury market could force its hand. He joins Ash Bennington to explain why the Fed’s hawkish stance may be about rebuilding credibility before a much larger intervention at the long end of the curve. They also break down structural inflation, fiscal spending, geopolitics, and why Cem believes the 40-year era of passive 60/40 investing may be ending. Plus, he explains how investors can rethink risk management, hedging, and portfolio construction for a very different market regime. 🏆 The Real Vision Trading is now open! The best trade ideas on the platform compete for $80,000 in cash. 📈 Trading League: https://realvision.com/your-future Timestamps: 00:00 - Cem Karsan on the New Fed 00:33 - Why the Fed Needs Credibility 01:02 - Is Massive QE Coming? 03:35 - The “Hawkish Pause” 04:15 - The Real Problem: Long-Term Treasuries 05:19 - Why the Fed May Become Buyer of Last Resort 06:35 - Structural Inflation Explained 09:45 - Populism, Fiscal Spending, and Inflation 10:28 - Geopolitics and the 1970s Parallel 11:24 - Cem’s Case for Historic QE 12:27 - What This Means for Your Portfolio 13:10 - Is the 60/40 Portfolio Broken? 15:24 - Why Bonds May Not Diversify Stocks 18:27 - Passive Investing Faces a New Regime 19:32 - Four Ways to Manage Risk 20:25 - Why Portfolios Need “Brakes” About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 📈 Get your Real Vision swag: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macro #federalreserve #fed #qe #stocks #bonds #treasuries #inflation #investing #markets #assetallocation #volatility #riskmanagement #interestrates

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A Treasury Crisis Could Force the Fed’s Hand w/ Cem Karsan and Ash Bennington | PiQ Markets