Unusual Whales

Unusual Whales Pod #3 - CPI, Inflation, the Fed, and the larger Macro World

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