You Can’t Model Inflation (guest: Warren Pies)
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- Опубликовано: 10 фев 2025
- This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact bonds while benefiting commodities, and he shares strategies for capitalizing on these market shifts.
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Warren Pies often wins the "backup and listen X times" award. Kudos to Kevin.
Thanks for getting Warren this week. He's so good!
Warren is the best of the best of the best, sir!
Love how Warren walks through all the data points and methodology supporting his POV. I always end up reading over the transcript and taking notes when he's on the show.
Yep, Warren is great and Kevin brings out Warren's best stuff in a very enjoyable discussion.
Great video.
Great guest.
Great Episode, man Muir you're such a grande deal. Wish i had an unkle like you.
Love the show!
Everyone love's Warren.
🎉🎉🎉 so happy to see this
Warren Pies is the GOAT. A true independent thinker, and a bible quoting carny
I had a great 2022 unlike most due to Warrens call on oil ( +100% ). Top Macro guy.
Supply shock is a source of inflation. The deficit per se absent a supply shock is not causal . The deficit is the saving of the private sector and is not spent into the economy at once. Very interesting podcast. Thanks.
Tepper's famous phrase about his strategy back then (2010?) was "Balls to the Wall". That's the first time I ever heard of his name and I remember his name and that phrase ever since.
Missed you guys last week. Did you have to get new crayons or something?😂 Looking forward to this one!
Agreed on inflation. The fundamental reason it is hard to model is that it is psychological.
Love the show always tune in, some constructive criticism does feel like Kevin is always talking over Patrick it’s hard to listen to sometimes
Watch for gold to rhyme with 1979. It's been in a bull market for 25 years. A blow off top seems to be happening. 7.7 K top. Pull back to 3500. Rally to 5 or 6 K as miners blow off in jan 26 or 27. Guessing
Is the beer sour though?
Not sure would be worrying about next week's inflation print. They'll be manipulating this data heavily to be aligned with propagated Goldilocks scenario.
You two guys have a face for radio. Get back to traditional MH!