Warren Pies

Warren Pies, founder of 3Fourteen Research and a macro investment expert, shares insights on macroeconomic trends. He explains why 2026 could experience Goldilocks conditions with growth without inflation, as well as risks of overheating. Warren dives deep into inflation dynamics, the K-shaped economy, and the implications of Fed policies on bonds and equities. He forecasts the S&P 500 could hit 8,000 early in 2026, while discussing strategic rotations from bonds to commodities amidst rising commodity prices.