
Unusual Whales Unusual Whales Pod #3 - CPI, Inflation, the Fed, and the larger Macro World
Aug 11, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 2min
How Are You Doing This Morning?
01:31 • 2min
What Do You Think the CPI Print Will Be Expecting?
03:31 • 2min
Is the Fet Rat Hike Going to Be a Big Deal?
05:33 • 4min
Is the Dollar Curve Lagging?
09:21 • 5min
Is the Fed Trying to Be Data Driven?
14:34 • 3min
The Service Component of CPI
17:31 • 3min
Is There a Recession?
20:45 • 4min
Is the Inflation Driving the Labor Market?
25:09 • 2min
Is There a Major Demand Side Effect After Forty Years of Inequality?
27:11 • 3min
Are We in a Recession?
30:24 • 3min
Is This a Mid Cycle Slow Down or a Bear Market Rally?
33:14 • 5min
Is This Really a Mit Cycles Lodow?
38:16 • 1min
CPI Quotonquo Beat
39:38 • 3min
Is This Exactly What the Fed Wanted to See?
42:39 • 2min
Is It Too Early to Declare Victory?
44:17 • 3min
The Fed's Resolving Inflation?
47:17 • 3min
C P I Print and Structural vs Syclical C P I?
50:05 • 2min
I Think It's a Reflexive Effect at Work in Markets
51:40 • 2min
Fed Futures - Is the 20 23 Pivotal More Likely?
53:46 • 3min
Are We in a Recession or Something Like That?
56:46 • 2min
The Bon Market Price Cuts Exactly Like It Was Spotted On
58:19 • 3min
Is the Fed in a Recession?
01:01:36 • 6min
Is There a Supply Side Issue With Inflation?
01:07:33 • 2min
The Fed Prints 300 Billion Dollars in Two Months
01:09:05 • 3min
Fiscal Policy Is Supply Side Economics
01:11:37 • 4min
I Think the Monetary Stimulus Has Helped the Masses
01:15:44 • 2min
Cpi and the Accuracy of the Metric's?
01:17:53 • 5min
Last Thoughts From the Valside
01:22:33 • 2min
The Greatest Trading Environment in Years
01:24:06 • 2min
Alp Otavio, Any Final Thoughts? Anything?
01:26:05 • 4min
What Do You Think About Geopolitics?
01:29:36 • 3min
