Real Vision: Finance & Investing Where Are We in the Cycle? With Warren Pies
Aug 31, 2023
Warren Pies, founder of 3Fourteen Research, discusses softening economic data, the housing market, job numbers, rate implications, forecasting challenges, inversion in the yield curve, correlations between job openings and unemployment duration, and insights on the natural gas market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Analyzing the Housing Market and Job Numbers
02:25 • 7min
Implications of the rate number on the long end and OPEC cutting oil production
09:52 • 2min
Challenges in Forecasting Market Behavior
11:36 • 9min
The Implications of the Inversion in the Yield Curve and the Banking Business Model
20:29 • 2min
The correlation between job openings and unemployment duration
22:56 • 8min
Insights on Natural Gas, Export Capacity, and Embracing Being Wrong
31:01 • 3min