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

Unusual Whales

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Are We Going to Have Long December Risk in the Oil Markets?

Kupi: It seems like one of the most obvious trades on the board is to have long December risk for, you know, heading into next year in the fossil fuel markets. He says it's important to note these things cluster when you have populism and you're trying to address inequality. Kupi: Once you get to a time of structural effects that lead to these secular inflationary periods, it's not going to solve itself in a year.

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