Understanding What’s Priced Into The Market (guest: Warren Pies)

Warren Pies, cofounder of 3 Fourteen Research, discusses his unconventional start in life, his market views, and the importance of a hyper-reactive fed. They delve into mispricing in the bond and stock markets, the housing market as a recession indicator, and emerging trends. They also touch on Russian production, the nature vs. nurture debate, and potential investment choices. Additionally, they analyze technical indicators, speculate on a stock market crash, and explore TIPS as an inflation hedge and retirement strategy. Anecdotes with dogs add a lively touch to the conversation.