Is Inflation Really Cooling? w/ Mish Schneider

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 12 July 2023

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market reaction to today's CPI report and what we learned about the makeup of U.S. inflation. Plus, in the second half of the show, Mish will zoom in on some specific trading opportunities. Oh, and Raoul Pal will be stopping by with a special message! You can find more of Mish's work here: https://marketgauge.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey, everyone. Today's Real Vision Daily Briefing is sponsored by Crane Shares.
0:04.4	Learn about their K-R-B-N-E-T-F at CraneShares.com forward slash K-R-B-N.
0:12.0	Now to the top analysis of today's markets.
0:22.4	CPI drops is inflation really cooling. What's going on guys? Welcome to the Real Vision Daily Briefing.
0:28.8	It's Wednesday, July 12, 2023. I'm Ash Bettington. I'm joined today by Mish Schneider Chief Strategist
0:36.0	at marketgauge.com. Mish, welcome. Thank you, Ash. Good to see you. It's always good to see you.
0:41.9	Always a pleasure to be with you on this show. Just a reminder that today is an extended version
0:47.1	of the Daily Briefing. The second half of this show is available exclusively for Real Vision Members.
0:51.6	But the good news is you can sign up for free the link in the description or scan the QR code
0:57.1	on the screen. By the way, I should say, top of the show, we have a special special message from
1:02.5	Rao Pal, our CEO and co-founder, of course. At the end of today's show, you will not want to
1:08.1	Mish that. So please stay tuned. Mish, obviously CPI today, tell us what you think big picture is
1:15.5	happening right now. Well, the CPI numbers, of course, are looking back, not necessarily forward.
1:23.0	So that's something that we always have to keep in mind. Therefore, looking back,
1:27.4	it wasn't a big surprise to see that it was softer than expected. Because one of the largest declines
1:33.8	was in actually the energy space, which peaked out in June 2022, right? So if you just look at the
1:39.6	year over year, that definitely has gone way lower. The question is, though, since those CPIs were
1:46.0	produced and released today, what's happening in the energy market going forward? And that's certainly
1:50.8	something we can talk about. In terms of the other areas, I thought there were a couple of
1:55.6	surprises. I was surprised month of a month to see the drop-in airline fares. I rushed to book
2:02.0	a bunch of trips thinking that fares might actually go higher. So I'm like, timing wasn't great.
2:08.4	But also, there was some other areas that I thought were interesting and no surprise use cars
	...

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