Why Consumer Prices Will Plummet (And How to Play It)

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 21 January 2023

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In the inaugural episode of Steno's Signals, Andreas walks us through why inflation will fall fast in the first quarter of this year, why that might not be a broad-based sign to buy equities—especially in the energy sector—and tells us how he’s setting up to trade it. Recorded on January 3rd, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by London Business School.
0:03.8	Looking to accelerate your business, or understand the opportunities in AI or ESG,
0:08.8	are you thinking about taking the plunge into entrepreneurship?
0:11.8	Or about what leadership skills will take you to the next level?
0:15.0	To listen to the latest insights and discussion from LBS faculty,
0:18.6	subject experts and industry insiders,
0:21.4	look for podcasts from London Business School.
0:23.8	Navigate the now and be prepared for what's next with London Business School.
0:31.0	Hey everyone, if you like this podcast,
0:34.0	go behind the pay wall to get privilege access to the smartest minds and finance.
0:38.0	Join the Real Vision community and learn how to become a better investor.
0:42.0	Visit RealVision.com, slash RVPod,
0:45.0	and use the promo code podcast 10 to get 10% off our central membership for the first year.
0:50.0	And now to today's episode.
0:54.0	The signals are telling me that inflation is falling.
0:58.0	But it's not necessarily a reason to buy equities,
1:02.0	which could be an issue for the darling of 2022, the energy sector.
1:07.0	Stenosignos starts right now.
1:17.0	Welcome to the first edition of Stenosignos at RealVision and Happy New Year to all of you.
1:24.0	In this show, we're going to look at the most important charts in global macro each and every week.
1:32.0	This week, we will focus on inflation and the link to the darling of 2022, the energy sector.
1:40.0	Because I hold the contrary in view that energy is going to suffer during the first quarter of the year,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.