Unusual Whales

Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Dec 14, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Welcome Back, Last Bear Standing
01:51 • 3min
3
The Fed's Tools Are Working, Right?
04:56 • 3min
4
The Market and the Fed Are on Different Tracks
07:53 • 3min
5
Last Bear, Where Is the Market Right Now Given Inflation and a Tightening Fed?
11:21 • 2min
6
What's Going on in the Volatility?
13:21 • 6min
7
Energy Oil Is in a Long Term Structural Bullish Position
18:52 • 2min
8
The Second Derivative of Price Is a Big Problem
21:14 • 4min
9
The Fed Is Making the Supply Side Worse on a More Secular Basis
25:23 • 3min
10
The Long Term Issue Is How They're Going to Navigate 2023
28:44 • 5min
11
We're Fighting the Last War
33:43 • 4min
12
Is Higher for Longer Better for Supply Side Issues?
37:19 • 5min
13
Fed Remittances to the Treasury
42:23 • 3min
14
Treasury Market Liquidity
45:03 • 5min
15
Emerging Market Recessions
50:31 • 5min
16
Bond Market
55:31 • 4min
17
The Oil Market Is Changing for the Better
01:00:00 • 4min
18
Long-Term Bullish Bet Uh in Oil Since the Deeps of 2016
01:03:33 • 3min
19
Oil Versus the Market in the Short Term
01:07:01 • 3min
20
Energy and the Energy Complex - Is 2023 a Disinflationary Period?
01:10:11 • 3min
21
Oil Prices in 2008
01:12:42 • 2min
22
Don't Fight the Fed
01:14:14 • 3min
23
I Think We're Going to See More Waves of Inflation in the Future
01:17:04 • 2min
24
The Second Order Effects of Inflation Make Equities Cheaper
01:19:06 • 5min
25
What I'm Looking Forward to Next Year
01:24:03 • 2min