In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!
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Timestamps:
(00:00) Introduction
(01:11) CPI & Inflation Outlook
(13:05) Avalanche Ad
(14:30) Equity Outlook
(25:13) Labor Market Conditions
(34:54) Permissionless Ad
(35:34) German Gov & Mt Gox Supply Overhang
(45:01) Crypto vs Gold Catch Up Trade
(55:06) Evolving Politics Culture
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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