This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Mark Dow, author of the Behavioral Macro Blog, and a former hedge fund manager.

Among the topics covered:
The China regulatory crackdown is clearly not good news for that country’s tech names, and suggests not great relations between Beijing and D.C., but it need not be a headwind for additional records for the S&P 500

While it’s entirely possible that we’ve already passed the peak growth phase of the current economic recovery, that doesn’t mean solid growth won’t continue for several more quarters or years. Along those same lines, Dow believes that inflation may have peaked as well

A lot has been made about what the recent big drop in long-term Treasury yields might be saying, but Dow believes that price signals in the government bond market aren’t what they used to be. Find out why

Dow’s explanation of the monetary policy transmission pipes. The Cliff’s Notes: It’s a closed system, i.e. the Fed’s “printing” of money ends doesn’t go into the economy, it stays in the Federal Reserve deposits of the banks. It’s for this reason that those predicting the next great inflation keep getting it wrong.

Links of interest:

Behavioral Macro blog

The China regulatory crackdown in an fund - The KraneShares CSI China Internet ETF


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