U.S. Recession 'Years Out,' Evercore ISI Chairman Says

The transcript discusses economic predictions, focusing on factors that could lead to a recession. It highlights the role of the Federal Reserve in managing interest rates and its impact on the economy. The speaker notes that while the economy is currently strong, there are signs of a potential slowdown. The discussion includes the importance of monitoring economic indicators like earnings growth and consumer sentiment. The speaker also addresses the possibility of a recession in 2020 and the Fed's approach to managing fiscal policy and inflation.

What factors could lead the Federal Reserve to change its approach to interest rates?

Discuss the impact of oil prices on inflation and the economy.