

US CPI Rises, Hurricane Milton
Oct 10, 2024
Guest
Lindsey Piegza
Guest
Ken Johnson
Guest
Kara Murphy
Guest
Matthew Palazola

Guest
Max Chafkin
Guest
Tim Craighead
Lindsey Piegza, Chief Economist at Stifel, breaks down the latest U.S. CPI data and its implications for the Federal Reserve. Ken Johnson discusses Hurricane Milton's impact on Florida's housing market, revealing insurance challenges ahead. Kara Murphy analyzes market positioning in light of the CPI trends. Matthew Palazola highlights the effects of Hurricane Milton on insurers. Max Chafkin delves into FTC Chair Lina Khan's regulatory stance, while Tim Craighead identifies ten companies to watch this quarter. A deep dive into economics and resilience!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Inflation Insights and Housing Challenges
01:52 • 13min
From Boca to Oxford: A Strategic Move
15:16 • 2min
Navigating Economic Uncertainties
17:39 • 14min
Dynamics of the Reinsurance Market and Catastrophe Bonds
32:08 • 2min
Lena Khan and the Changing Face of Antitrust
34:17 • 11min
Analyzing Recovery in Railroad Stocks and Unusual Banking Trends
45:04 • 2min
Solar Industry Outlook and Market Dynamics
47:14 • 3min