
Unusual Whales Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023
Dec 14, 2022
Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
Welcome Back, Last Bear Standing
01:51 • 3min
The Fed's Tools Are Working, Right?
04:56 • 3min
The Market and the Fed Are on Different Tracks
07:53 • 3min
Last Bear, Where Is the Market Right Now Given Inflation and a Tightening Fed?
11:21 • 2min
What's Going on in the Volatility?
13:21 • 6min
Energy Oil Is in a Long Term Structural Bullish Position
18:52 • 2min
The Second Derivative of Price Is a Big Problem
21:14 • 4min
The Fed Is Making the Supply Side Worse on a More Secular Basis
25:23 • 3min
The Long Term Issue Is How They're Going to Navigate 2023
28:44 • 5min
We're Fighting the Last War
33:43 • 4min
Is Higher for Longer Better for Supply Side Issues?
37:19 • 5min
Fed Remittances to the Treasury
42:23 • 3min
Treasury Market Liquidity
45:03 • 5min
Emerging Market Recessions
50:31 • 5min
Bond Market
55:31 • 4min
The Oil Market Is Changing for the Better
01:00:00 • 4min
Long-Term Bullish Bet Uh in Oil Since the Deeps of 2016
01:03:33 • 3min
Oil Versus the Market in the Short Term
01:07:01 • 3min
Energy and the Energy Complex - Is 2023 a Disinflationary Period?
01:10:11 • 3min
Oil Prices in 2008
01:12:42 • 2min
Don't Fight the Fed
01:14:14 • 3min
I Think We're Going to See More Waves of Inflation in the Future
01:17:04 • 2min
The Second Order Effects of Inflation Make Equities Cheaper
01:19:06 • 5min
What I'm Looking Forward to Next Year
01:24:03 • 2min
