AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Forward Guidance
The Fed Wins the Inflation Battle
OPEC plus is the central bank for oil. They have one tool, which is to limit supply. Limiting supply of oil,. all things being equal, is a restrictive, economically restrictive activity. So by OPEC trying to use its flex, its tool, it's actually helping the Fed out in dampening demand. But also it's increasing inflation. And so that's why I keep saying that these cuts were premature on their part because until the cuts won't do really anything, in the end, I think the Fed wins this battle.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode