Word Clouds & Cage Matches
The world is a crazy place right now… maybe it always has been, but between the mixed signals confusing the inflation fight & markets, we also have two of the richest men on Earth threatening each other to a cage match. WHAT?!?! This week’s Random Gleanings gives Jesse Hansford & Chris Beard a chance to chew through some of these topics to see if anything can be distilled for investing opportunity amongst all the noise.
Enjoy watching this week’s episode, subscribe to the YouTube Channel for updates, and pass it along to a friend!
0:00 – Intro
0:10 – Powell Inflation Word Cloud
1:41 – Don’t Fight the Fed
2:18 – Market Rate Expectations
2:53 – Fed Rate Expectations
3:45 – These things don’t happen in Bear Markets
5:40 – These things don’t happen in Bull Markets
7:13 – S&P vs Median Stock (NO BREADTH)
8:17 – Charlie Munger’s Confused
8:36 – Billionaire Fight Club
9:21 – SUBSCRIBE!