Ep. 156: Are Fed Rate Hikes Inflationary? Pushing Back on Luke Gromen

Podcast: InFi: the Future of Finance · Infineo

Opublikowano: 2026-10-02

Murphy dissects the recent commentary from analyst Luke Gromen. Murphy argues that Luke was inconsistent, in that his arguments about interest expense (with higher rates) would mean Fed rate cuts would be Deflationary, and yet Luke argued they weren't. Murphy thinks we should distinguish fiscal from monetary policy at a conceptual level, even though in practice they can be intertwined. Related: - https://www.youtube.com/watch?v=9dUte6c7ZcM Watch the video version of this episode here: https://youtu.be/U5ETX-lf3j8 Subscribe to our YouTube channel: https://bit.l...