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Bob Sheehan
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- 2026-06-29
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- 2026-06-29
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“Yeah, yeah, 100% likewise. I want to just start off with just getting a bit of a better understanding of your career path, like how you think about macro, what are the key most important points that you look at. Yeah, like how did you get to this point of launching Lighthouse Macro and what you do today?”
2026-06-29 · Forward Guidance · How To Trade The New Warsh Fed | Bob Sheehan · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, no, it's great to be on here. Felix, obviously you and Ford Guidance do some great stuff, and you have some great guests. And I think our kind of attacking that new era of macro that some people have been slow to get around to. So I'm excited to be on here and chat with you today.”
2026-06-29 · Forward Guidance · How To Trade The New Warsh Fed | Bob Sheehan · IDENTIFIED FROM THE TRANSCRIPT
“The Fed put is essentially the market's assumption that if risk assets fall hard enough, the Fed's going to step in, right? People were like, don't worry, the Fed's coming in. Every time there's a big sell-off, don't worry, buy, buy the sell-off. And I think Wars has very much tried to signal that that's gone. That's not going to be back. I think the degree that he's removed it is meaningful. And I think it's something that should change the way investors perceive kind of Fed policy. If I'm looking at the Fed and I'm like, okay, they're not going to be as direct about what they're trying to tell us, then I'm going to be a little bit quicker to cut risk. Things aren't as clear as they should be. And I think that lends itself towards a more defensive posture. Most important takeaways is that there are two trades now, and this is the way like I'm really trying to frame it in terms of the market reaction. There is the”
2026-06-29 · Forward Guidance · How To Trade The New Warsh Fed | Bob Sheehan · IDENTIFIED FROM THE TRANSCRIPT