WealthVest: The Weekly Bull&Bear S11E19 is now available. Check out @timpierotti1 latest episode below.
Podcast:https://t.co/s4YkIC3Jqi
Substack: https://t.co/M0HEgxhswh
"Inflation hasn’t stopped stocks from going up nor has inflation stopped the wealth and spending of the asset owning class from continuing to spiral higher. So, when will it matter? "
Check out @timpierotti1 blog, "The Mania versus the Malasie."
https://t.co/VSP1JXPNq3
Bubbles can last a lot longer than bears think. Check at @timpierotti1 newest blog " The Deficits, The Fed, The Bubble of Optimism."
https://t.co/HuBZmeRpev
The bond market is talking — are we listening?
Check out @timpierotti1 newest WealthVest: The Weekly Bull&Bear podcast.
Link below:
https://t.co/s4YkIC3Jqi
Substack: https://t.co/ntspcgOOvB
Higher-for-longer is here. Now what?
If the decades-long downtrend in inflation and rates is truly broken, we’re heading into a cycle defined by pricier money, stickier prices, and fatter tail risks.
Check out @timpierotti1 most recent blog post.
https://t.co/KpBN6OS38g
For how long? For how long can inflation accelerate, and the equity markets ignore the risk of higher for longer inflation?
Check out @timpierotti1 most recent blog.
Link below:
https://t.co/Y6AJSjZULd
In this episode of WealthVest: The Weekly Bull&Bear, Drew and @timpierotti1 interviewed Sam Rahman, Portfolio Manager and Senior Equity Analyst at Hedgeye Asset Management.
Link below:
https://t.co/LyJlUmOXJK
AI evangelists are promising a future of “billions of agents,” and an economy refactored overnight. These claims feel a lot like sitting in a classroom where everyone nods along without really understanding.
Check out @timpierotti1 newest blog.
https://t.co/OyX9sBX0by
Check out @timpierotti1 newest blog: The Market Ignores the Masses.
Be sure to subscribe to the Macro Substack for more cutting-edge market commentary.
Link: https://t.co/wtfwPa2tVM
WealthVest: The Weekly Bull&Bear S11E15 is now available.
Drew and @timpierotti1 cover consumer confidence, semis, Iran and inflation.
Here is the link: https://t.co/s4YkIC3Jqi
Substack: https://t.co/aCyvOtTSrb
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the labor market, the U.S. blockade and negative perceptions on AI.
https://t.co/s4YkIC3Jqi
Drew and Tim interviewed David Cervantes, founder and manager of Pinebrook Capital Management. They discussed the conflict in Iran's effect on oil markets, labor, productivity, the Fed, and AI.
Link:WealthVest:https://t.co/s4YkIC3Jqi
Substack: https://t.co/TxeOGA9xBp
S11E12 of WealthVest: The Weekly Bull&Bear is now available.
Drew and Tim discuss a potential ceasefire with Iran, commodities, central bank responses, AI, and the credit markets.
Here are the links: https://t.co/14yERHyiC6