3min chapter

Hedgeye Podcasts cover image

Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

CHAPTER

The Negative Pricing That We're Beginning to Face

I think that we're on the beginning of a pricing cascade moving down. I thought it would happen around mid year because, as you know, the unit growth for many, many things is negative. And this is helped by, you know, high interest rates. If you have an inverted yield curve, and banks have less incentive to lend at a low rate or no incentives are landed or low rate. The debt growth is the fuel to the US GDP and was making up for right now as the government.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode