Warren Pies: On Macro & Markets

We were joined by @Warrenpies, Founder of 3Fourteen Research to discuss macro & markets.

Find the show notes below:

• Part 1 (0:00 - 23:00) - Learnings from 2023 H1, Framework for Recession, Fading Pessimism, Economic Activity in H2, Characteristics of Current Fiscal Deficit, Non-Residential Investments
• Part 2 (23:00 - 53:00) - Inflation Outlook & Oil Price Forecast, Transportation Sales & Inventories, Pricing in Markets vs. Evolution of Economy, Dichotomy in Stocks vs Bonds, Issuance and Duration Channel, Commodities vs Equities, Monitoring Recession 

Follow both @prometheusmacro and @Warrenpies on Twitter for more. If you enjoyed this discussion, make sure to let us know in the comments below, Finally, if you haven't already, don't forget to subscribe.