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Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

Unusual Whales

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Central Banking 101 and Markets 101

Joseph: I would just agree with uh cem's last points that he was making around volatility energy center and those dynamics i think those were spot on. It is pretty astounding to see where skew has um and for folks maybe to put it into more simple terms like thinking about tail risks, thinks about whether you can have a vol spike which we really haven't seen despite the bear market. He says in the past year from being incredibly expensive to buy that sort of protection to now being arguably incredibly cheap to buy that kind of protection. The performance of energy versus where commodities have actually traded over the past month or two does seem to be a big discrepancy so love those comments and anything

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