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Macro Voices
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
Feb 22, 2024
01:13:34
Snipd AI
Topics include backwardation in commodities markets, future of interest rates, precious metals outlook, passive investing impact on market dynamics, inflation calculations, global geopolitical tensions, investment strategies in commodities and financial spaces, and correlation between uranium trust movement and treasury yield trends.
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Quick takeaways
- Inflation debate focuses on potential Fed rate hikes and approaching 2% goal.
- Passive investing distorts markets, favors larger companies, and poses systemic risks.
Deep dives
Mike Green Discusses Inflation Trends and Potential Rate Hikes
Mike Green, chief investment strategist, addresses the current debate on inflation trends, focusing on Jim Bianco's assessment that inflation may have bottomed already. He highlights the priced risk of potential Fed rate hikes, emphasizing a consensus that inflation will likely approach the Fed's 2% goal. Green expresses skepticism about the high inflation levels predicted by some and discusses the market's reaction to potential inflation spikes.
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