There’s no free lunch. To increase its chances of getting inflation back down to 2%, the Fed has to be willing to push short-term interest rates higher when the economy doesn’t slow sufficiently and the labor market remains too tight. That increases the likelihood of recession. Volcker did what was necessary and beat inflation. Burns didn’t, and failed. How does Powell want to be remembered?
ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah
ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah
May 28, 2026