Unhedged Can the US stock market stand 3% US inflation?
Mar 14, 2024
This podcast discusses the recent US inflation numbers and how it affects the Federal Reserve's outlook. They analyze the implications for the US stock market and give investment insights, including going long on a UK bakery chain and shorting Tesla.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Analyzing US Inflation and Central Banker Caution
02:24 • 11min
Analysis of Nvidia's Market Cap and Market Narratives
13:18 • 2min
Market Reactions to Rate Cuts, Impact of Raising Rates, and National Debt Unsustainability
15:46 • 2min
British Bakery Chain & Tesla's Stock Performance Discussion
17:33 • 3min