The Compound and Friends cover image

Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple

The Compound and Friends

NOTE

Avoiding Historical Mistakes in Economic Forecasts

The current economic landscape shows no signs of slowdown for high-end consumers using services like Uber Eats and Uber, as evidenced by their earnings and guidance performance. Despite this optimism, warnings from economic experts highlight potential risks. They emphasize that the Federal Reserve may be repeating past mistakes by delaying proactive measures against inflation, particularly as shelter costs significantly influence the Consumer Price Index (CPI) but are reported with substantial lag. The situation calls for urgent action to avoid the consequences of inaction as seen in previous inflationary episodes.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner