Are Markets Too Complacent About Inflation?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 14 February 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. inflation rose 6.4% YoY last month, down from 6.5% in December but above expectations while monthly inflation rose 0.5% — the biggest increase in 3 months. Stocks largely shrugged in response, as markets remain relatively unchanged. Elsewhere, oil futures are down after the U.S. government announced it would release more crude from its Strategic Petroleum Reserve to help alleviate concerns over Russian production cuts. Maggie Lake is joined by Tony Greer, the editor of the Morning Navigator and founder of TG Macro, to assess the market’s CPI response and discuss the latest developments in energy markets. Plus, we’ll give you a look at Raoul Pal’s interview with David Dredge, who explains how he profits off of unexpected market events. You can watch that entire interview here: https://rvtv.io/3RSMmhO Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.7	to the smartest minds in finance.
0:08.8	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
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0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:31.9	Our investors too complacent about inflation.
0:34.2	Hi everyone, welcome to the ReelVision Daily briefing with me today is Tony Greer, editor
0:38.8	of the morning navigator.
0:40.3	Hi there, Tony.
0:41.3	I was just asking you if you recovered from your epic AMA, a beer with Tony Greer the other
0:47.2	day.
0:48.2	It seems like you have.
0:50.0	That was a lot of fun.
0:51.0	I didn't realize how much fun it was going to be.
0:53.5	I really enjoyed interacting with so many people about so many different things that it
0:57.5	was really, really fulfilling and fun exercise.
1:00.0	I'd love to do that again.
1:01.5	Yeah, we have this more to the viewers, I always say, as you can tell from the questions
1:05.0	we got, but you were kind of washing the live stream.
1:07.1	So goes without saying if you have any questions for Tony today, you know what to do?
1:10.2	Go ahead and drop them in that chat, or you can tweet us at ReelVision.
	...

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