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

Unusual Whales

00:00

Where's the Bull Market Today?

There's a bull market somewhere and clearly it's not in tech stocks right now. People seem to keep buying the dip the whole way down. The supply side is just awful and you have an inelastic supply side where you can't fix supply quickly. And so there's not many solutions on the supply side. It's inelastic. Whereas the demand side, as I just mentioned, is actually structurally bullish, not bearish.

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