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Man On The Moon and a Conversation with Mike Wilson

RiskReversal Pod

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The Fed's Halo on Inflation

When the print came at 9.1%, I think it was June of last year, we said that's going to be the peak number for a while if not for the many years. It's come down about the same as I thought, maybe a little faster, respectfully. But there's a school of thought and I'm one of these people that think there's going toBe a re-acceleration into the months you just talked about,. There's been this sort of uptick in a lot of these important commodities. Gasoline, for example, is making a new 52 week highs. We're sitting here. How does that factor in? One of the reasons the Fed is as

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