Where Are We in the Cycle? With Warren Pies

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 31 August 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Warren Pies, founder of 3Fourteen Research, joins Ash Bennington to discuss the price action we’ve seen following some softening economic data, what specific data points he is monitoring to frame his outlook, and the driving forces that investors need to watch in the energy sector. You can find more of Warren's work here: https://t.co/vM9jt9PPQe 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
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0:19.0	Join the ReelVision community and learn how to become a better investor.
0:22.1	And now to the top analysis of today's markets.
0:39.2	Where are we in the cycle?
0:40.7	Welcome to ReelVision Daily Briefing.
0:42.6	It's Thursday, August 31st, 2023.
0:45.3	I'm Ash Bennington.
0:46.8	And today by Warren Pies, co-founder of 314 Research, Warren, welcome back to ReelVision.
0:53.5	And thank you for having me.
0:55.4	Always a pleasure to have you here.
0:56.5	Listen Warren, we were chatting a little bit before the show went live.
0:59.9	Obviously, this is an interesting moment for markets.
1:02.6	Where do you think we are right now?
1:04.0	Big picture, 50,000 foot view.
1:08.6	As we talked about before the show, that's the question I think on everyone's mind.
1:13.7	This has been a year that's thrown most forecasters for a loop.
1:18.1	We came into the year with a record number of forecasters calling for a recession.
1:24.4	And so the consensus was as tight and formed as I've ever seen it around the macro economy.
1:28.6	And obviously the stock or the economy did not comply with the forecasters.
	...

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