Rebel Capitalist News Inflation Or Deflation? Crucial PCE Data Released (REACTION)
8 snips
Dec 5, 2025 This discussion dives into the crucial PCE data release and its implications on inflation or deflation. Experts analyze the movement of 10-year Treasury yields, suggesting a trend towards falling interest rates. The conversation encourages thinking in probabilities, allowing investors to adapt their strategies. Bitcoin's recent drop signals potential market shifts. As PCE data aligns with expectations, the focus shifts to the potential for Fed cuts and labor market conditions. The talk concludes with insights on future data to monitor and the importance of free market principles.
AI Snips
Chapters
Transcript
Episode notes
Edge Comes From Probability Mismatches
- Markets price probabilities, not certainties, so treat forecasts as degrees of confidence.
- George Gammon says find the spread between your probability and the market to get an edge.
Tinder Break Interrupts Live Stream
- George Gammon jokes about a co-host taking a Tinder break during the live stream.
- The light anecdote sets a casual tone while he continues market commentary live.
Putting On A TLT Vertical Put Spread
- George Gammon recounts placing a vertical put spread on TLT as a directional bet on falling rates.
- He compares his options sizing mindset to blackjack card-counting experience for finding small edges.