Unusual Whales cover image

Unusual Whales Pod #9: CPI, Macro, the Federal Reserve, and Inflation

Unusual Whales

00:00

What Will Continue to Work?

I think what will continue to work is dollar strength. As those central banks cave, money will continue to come to the US as interest rate different just widen. Eventually, it would seem that our bond market might also have problems and maybe that's the time where people leave bonds and go to other more tangible assets like gold and silver. So far, it seems that the dollar for market might be will continue. I wonder if you want to mention about real assets. The trajectory is for the government to continue to spend. That's inflationary. They basically just conjure money out of thin air and spend. Issuing treasuries is like issuing dollar bills to spend. So, that trend

Play episode from 01:10:43
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app