In the second part of our two-part conversation, Nick Gomez of ANG Traders joins Adam and Ryan to discuss:

• The causes of post-COVID inflation
• Unemployment benefits & "no one wants to work anymore"
• The US fiscal situation in 2023 vs. 2022
• Shortages in the housing market
• How Nick analyzes the stock market
• The effects of treasury issuance
• Accounting between the Fed & Treasury
• The relationship between treasuries and the stock market
• Warren Mosler being denied a meeting with the Fed

Links:

• ANG Traders on Twitter
• ANG Traders on Seeking Alpha