Nickeled And Crimed and an interview with Ben Kallo
RiskReversal Pod
00:00
Dot Plot
Markets are already pricing in six to seven rate rises. The dot plot, which we lonked about more than a year ago, is based on governors' predictions of where fed funds will be in 22 23. But the bottom line is this, inflationis not going away any time soon. Situation in ukrane exasperated all of it. You're starting to see less miles driven. It's happening. So as guy says, the cure for higher oil is higher oil. We just saw what that means. I ran up to one 30, back down to one ten. That should mean that stocks go lower, for sure.
Play episode from 23:29
Transcript
