The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy
Real Vision: Finance & Investing
00:00
Is That Really a Big Mistake?
A 25% miss for an earnings estimate? Is that really so unprecedented that people get it wrong by that much? Ah, no, it's tr when you go into economic inflection points, you actually do see a huge unowi i can't sit here and say, no, that doesn't happen. But at the same time, there are countervailing factors that we've never seen before. The arbocession probability model says the recession is coming early next year, end of this year. All the yield curves are saying that even the real yild curve has inverted at this point in time.
Play episode from 14:20
Transcript
