Episode
The Fed’s Hidden Gift to Stocks and Gold
- Podcast
- Less Noise, More Signal
- Published
- May 2, 2026
- Duration seconds
- 316
- Processing state
not_requested
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Summary
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/nQRYZQ1wTQI ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Markets are hitting new highs while inflation remains sticky, oil risk is elevated, and the Fed is nowhere near declaring victory. In this clip, Sonu explains why the real issue is not just headline inflation, but the Fed’s reluctance to tighten enough to bring inflation back to 2 percent. If inflation rises while policy rates stay flat, real rates fall, which can become a powerful tailwind for equities and gold. This is the macro logic behind a market rally that looks irrational at first glance. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵 https://donate.stripe.com/9B600k5Tscv … Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L … ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack …. 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli