This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!
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Timestamps:
(00:00) Introduction
(01:23) Oil, Rates & The Global Cutting Cycle
(15:58) Avalanche Ad
(17:19) Mantra Ad
(18:27) Inflation
(25:51) What To Expect Ahead Of FOMC
(32:25) Permissionless Ad
(33:11) Why Did The Fed Taper QT?
(39:37) The Deficit Impact
(42:54) Macro Doomerism
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Supply Shock 