The Fed Is About to Make a Mistake (ft. Mark Newton from Tom Lee's Fundstrat)

The bond market is demanding a rate hike, and Mark Newton of Fundstrat thinks trying to hike our way out of supply-driven inflation would be a serious mistake. He explains what the Fed should do instead. He joins Evan at Future Proof to break down why he'd let the economy run hot, why he thinks this inflation is temporary and not demand-driven, why the current setup reminds him of the mid-1990s "golden age," and how he's positioning into the midterm elections, historically one of the best buying windows in the entire four-year cycle. ▶ Follow Mark Newton: X: @MarkNewtonCMT ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 A resilient market despite every headline 02:00 Why exogenous fears don't move the market 04:00 The midterm election setup: buy the dips 06:00 Why he sees a mid-90s "golden age" 08:00 The Fed's tricky spot and the Kevin Warsh question 11:00 Why hiking into supply-driven inflation is a mistake 14:00 Why this inflation is transitory, not persistent 17:00 How the trading world is changing (AI and retail) 20:00 The one indicator he ranks number one (RSI, done right)