
Unusual Whales Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print
Jan 12, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39
Introduction
00:00 • 2min
Kai Volatility Panelists Bob Elia Bob's the C I O at Unlimited Fun Former I See at Bridge Water and All Around Macro Geek
02:12 • 1min
Welcome Back Last Bear Standing
03:31 • 2min
The Fed Is Focused on Growth and Inflation
05:36 • 2min
The Fed Might Have to Do More to Stimulate Inflation
07:36 • 2min
Credit Growth and Inflation
09:55 • 3min
Fed Rates - Is the Fed Going Too Far?
12:53 • 3min
The Fed Is Not Broken
16:05 • 1min
I Think the Fed Is Going to Lean on Overtightening Uh...
17:27 • 2min
The Structural Secular Effects of Monetary Policy
19:42 • 4min
The Fed's Lever to Deal With Supply Side Inflation Issues
23:42 • 2min
Are We Inadvertently Creating a More Structural Inflationary Environment?
25:26 • 2min
Is the US Labor Market a Tight Labor Market?
27:20 • 2min
The Real Question Is Where Does Wage Growth Slide?
29:27 • 2min
Will Wages Go Up the Way Not You Know It's on the Right
31:08 • 2min
The Fed Might Be More Cautious About Higher Wages
32:40 • 2min
The Fed Is Really Concerned About the Labor Market and Wages
34:17 • 3min
CPI - 6.5 for CPI
37:41 • 2min
Housing Bubbles or Housing Crisis?
39:24 • 2min
Is There a Recession in the Housing Market?
41:06 • 2min
Commercial Real Estate
43:33 • 2min
Housing Cycles Move Super Slowly
45:51 • 2min
Is the CPI Report Boring?
47:36 • 2min
I Think the House Price Crash Is a Potential Risk for the Economy This Year
49:51 • 3min
CPI and PCE Data
52:32 • 2min
Is the US Economy Still a Waste From Recession?
54:53 • 1min
Is the US Labor Market Recession Coming?
56:07 • 2min
QT and Fed Liquidity
58:32 • 5min
The Inverted Yield Curve Is One of the Greatest Opportunities Out There
01:03:14 • 2min
QT and the Treasury General Account and What's the Minimum Amount of Bank Reserves Required in the Banking Sector
01:05:11 • 2min
The Fed's Losses Are the Private Sector Gains
01:06:54 • 2min
The Fed's Balance Sheet Is Underpriced
01:08:50 • 2min
QE or QE?
01:11:10 • 2min
Volatility CPI and Inflation in 23 Minutes
01:12:49 • 2min
Equity of All - 2022 - The Market Isn't Ready for It
01:14:20 • 3min
Is There a Buyer Beware Caveat Effort in Those Sectors?
01:17:24 • 2min
Central Banking 101 and Markets 101
01:19:21 • 2min
Hedge Funds
01:21:43 • 2min
What a Time to Be Alive
01:23:17 • 3min
