Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
Published: May 6, 2026
Duration: 50:13
Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint.
Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind the curve again.
We discuss inflation, oil, labor supply, neutral rates, risk assets, the dollar, commodities, and why the melt-up may continue. Enjoy!
TIMESTAMPS:
00:00 Intro
02:53 Why Is Growth So Strong?
07:31 How Forward Guidance Drives Policy
11:53 Ads (Fidelity Crypto)
12:45 Why Oil Hasn’t...