Less Noise, More Signal Market analyst Caleb Franzen: A key risk going forwards is interest rate volatility
In this conversation, Pascal Huegli and Caleb Franzen discuss their background in wealth management and the founding of Cubic Analytics. They delve into macroeconomic trends, particularly focusing on inflation, monetary policy, and the dynamics of risk assets like equities and Bitcoin. They emphasize the importance of understanding inflation metrics, the impact of tariffs, and the current state of the labor market. They also share insights on technical analysis, investment strategies, and the overall bullish sentiment in the market despite some economic softness.
Chapters:
00:00 Intro
01:40 Understanding Inflation Dynamics
02:09 Analyzing Recent CPI Data
05:46 Inflation Metrics and Concerns
07:08 Impact of Tariffs on Inflation
09:47 PPI vs CPI: Understanding the Differences
11:39 What is the market focused on?
14:53 Expectations for Further Rate Cuts
16:19 Types of Rate Cuts and Market Implications
19:39 Understanding Market Sentiment
22:37 Volatility Risks in Monetary Policy
24:19 Identifying Bull Market Trends
27:48 Technical Indicators for Investors
30:39 Using the Williams Percent R Oscillator
33:54 Confluence of Indicators in Trading
35:09 Final Thoughts on Market Conditions
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