# The Fed’s Hidden Gift to Stocks and Gold

Page: https://stenobird.com/podcast/less-noise-more-signal-7015424/the-fed-s-hidden-gift-to-stocks-and-gold
Text version: https://stenobird.com/podcast/less-noise-more-signal-7015424/the-fed-s-hidden-gift-to-stocks-and-gold.md
Podcast: [Less Noise, More Signal](https://stenobird.com/podcast/less-noise-more-signal-7015424)
Published: 2026-05-02T16:00:29+00:00
Episode link: https://feeds.fountain.fm/Tkp8ve9N2p86ZGOVfvrw/items/jrgOwcz8B35wMKmfxE6s/files/VIDEO---DEFAULT---cdce8168-0ece-4824-b006-99eb466182b9.mp4/ORIGINAL.mp3
Audio file: https://feeds.fountain.fm/Tkp8ve9N2p86ZGOVfvrw/items/jrgOwcz8B35wMKmfxE6s/files/VIDEO---DEFAULT---cdce8168-0ece-4824-b006-99eb466182b9.mp4/ORIGINAL.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/less-noise-more-signal-7015424/episodes/the-fed-s-hidden-gift-to-stocks-and-gold
Duration seconds: 316

## Resource

▬▬▬ 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: lnms@ln.mtpelerin.com ₿ 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

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## Transcript

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