Bear Market Rally vs New Bull Market with Warren Pies of 3Fourteen Research

Grizzle Pod: Thematic Growth Investing

Grizzle द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Grizzle या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

1+ y ago 1:01:35

MP3•एपिसोड होम

In this week’s podcast Grizzle was joined by Warren Pies, the Co-founder and Strategist at 3Fourteen Research, to help us make sense of both the equity and commodity markets, and why he believes we are in the midst of a bear market rally. Key topics discussed:

Why The Market Hasn't Bottomed

Earnings Still Falling
Yield Curve Still Inverted
Fed Still Hiking
Lack of Market Breadth

Why Pies Remains Long Oil

Inventory Draws Are Improving
OPEC Cuts Take Effect in May
China Demand Picking Up
US Recession Won’t Be Drastic

Will The Fed Pause?

Historically Fed Doesn’t Pause When Markets Rally
5-10% Correction Comes at End of Hike Cycle
What Happens in June Will Be Dictated By Market Performance
If CPI Remains Sticky A Pause From The Fed Will Be Harder

3Fourteen Research: https://www.3fourteenresearch.com/ Twitter: https://twitter.com/WarrenPies / https://twitter.com/3F_Research

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

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