Okay, there is nothing better than being asked to do the first interview of the year - January 1st, 2024. Nobody really knows what is going to happen, so you can have a little artistic creativity in your prognostications. My core thesis, the one thing I think I know (wow, that is dangerous!), is that Powell will not be that quick to lower rates, and inflation will surprise to the upside. So far, so good. While I totally get the points of the other guest, and think she has a more rational approach to monetary policy, nothing is rational about the Fed that is preoccupied with taking inflation to the mat, slaying it, and spitting on it's grave.