Episode 138: How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy

In this engaging episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, welcomes back Michael Ashton, CEO of Enduring Investments, affectionately known as The Inflation Guy. Michael brings his candid insights and deep understanding of inflation, monetary policy, and the Fed's actions, delivering another thought-provoking conversation.

They explore the current state of the economy, discussing whether the Fed will implement one last interest rate hike and what its long-term impacts might be. Michael breaks down the Fed's decision-making process, highlighting the complexities of monetary policy and the evolving nature of interest rate management. They also delve into the recent bank failures and the asset-liability mismatch plaguing certain regional banks, as well as the growing role of private credit amid potential tightening in bank lending.

Additionally, the episode touches on the challenges facing commercial real estate, particularly office space, and what may lie ahead for the sector. With Michael's no-nonsense approach and entertaining commentary, this episode offers valuable insights for insurance investors looking to navigate today’s uncertain economic landscape.