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On The Margin

Business

The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies

2024-06-05

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This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!

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Timestamps:

(00:00) Introduction

(01:23) Oil, Rates & The Global Cutting Cycle

(15:58) Avalanche Ad

(17:19) Mantra Ad

(18:27) Inflation

(25:51) What To Expect Ahead Of FOMC

(32:25) Permissionless Ad

(33:11) Why Did The Fed Taper QT?

(39:37) The Deficit Impact

(42:54) Macro Doomerism

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.