The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies
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- Опубліковано 3 лип 2024
- This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!
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Timestamps:
00:00 Introduction
01:23 Oil, Rates & The Global Cutting Cycle
15:58 Avalanche Ad
17:19 Mantra Ad
18:27 Inflation
25:51 What To Expect Ahead Of FOMC
32:25 Permissionless Ad
33:11 Why Did The Fed Taper QT?
39:37 The Deficit Impact
42:54 Macro Doomerism
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. - Розваги
Bravo. Watched most and listened to the entire interview. Great discussion. Thank you Warren, and thank you to Mr. Theotherguy. Thank you Jan Van Eck for making it happen with Blackworks Macro.
Outstanding information,with world crisis,rising inflation and economic instability due to poor governance, consider digital assets as a means to attain financial freedom.
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great episode, thanks for that
Thanks guys
Warren is gr8. Luv me pies
Awesome episode, new host is a chad
Fantastic summary 👏
Excellent discussion.
Very interesting talk on oil. Mike Kao has been very much aligned with Warren’s frame work.
Flokong has the key to make memecoins the strongest this year
Thanks, please make a video about memecoins I prefer Flokong that is strong
Thank you for your research. I find your videos are well done. When Flokong hits it hits hard
Smart conversation - thanks.
Did Warren like Bonds if yields are going down. And was it short or long Bonds he liked?
Nobody?
If you want to bet that interest rates are going down then yes, you go long on bonds. Typically you will pick a longer duration (i.e 10 or 30 year treasuries) if you are very bullish and want to make a solid return on the face value of the bond. Right now the yield curve is inverted so if you want to hold shorter durations to maturity and not worry about interest rate risk then that is suitable as well. Another strategy is investing in bond ETFs (TLT) but you have to be aware you are fully exposed to the interest rate risk as there is no option to hold until maturity.
Flokong is the future and more than just another Floki, it has all of it
Thanks
the rent delay is called "Loss to Lease" BUT, every month existing tenants are getting rent hike notices. So what is the point? Sure not all tenants will get the rent hike at once, but we have seen historically high rent increases month after month for years? how can this NOT matter?
Some charts and graphs would been good.
Flokong is next atleast 40x coin, upswing better than PEPE at primetime
Flokong on Eth gonna go big or home
nice job guys
Flokong is my choice for presale, thanks!
Don’t think oil will go, if it breaks $70 then we it may but maybe based on recession fears in 25/26
Let’s see if the prediction holds up towards the end of the year
Great pod, have Warren back on after the US elections please.
Warren is always worth listening to.
Coinbase listing Flokong Binance probably in line too
People do like to pontificate don't they....
point? or just observation related to ... what ... bob?
Bernanke also wanted, he did it, markets crashed.
Warren Pies izDOPE-Dood ... 🫵 ... 👏👏👏
Revux isn't just a project; it's a catalyst for change - the next big thing in crypto that's sparking enthusiasm among investors eager to be part of a transformative journey.
Flokong is the new and fresh Floki! Awesome
Investors navigating the crypto landscape are drawn to Revux - the next big thing that's poised to redefine success and create new pathways for those who recognize its transformative potential.
Revux is more than an investment; it's an opportunity to be part of the next big thing in crypto, where success and innovation intertwine to shape the future of digital currency.
Good convo, meanwhile oil is already heading back to $75
Revux isn't just a project; it's a revelation in the crypto space - the next big thing that's redefining what investors can expect from a groundbreaking and visionary endeavor.
15:30 "I mean, you kind of have these two opposing forces: CPI Core inflation and Oil Headline prices. One is inflationary, while the other is disinflationary or deflationary."
I think what the deal is here is that the FED will try and balance out these two opposing forces. It's seems like a natural conclusion to make. If so, the problem becomes can they do that successfully? Hmmmm.... seems unstable. Don't like their odds going in.
I'm giving all stacks to Flokong. The returns work and will be better more and more
The future of crypto is unfolding, and Revux is leading the charge as the next big thing - a project that promises to set new standards for success and redefine investment strategies.
Flokong beats Floki it is better than doge and shib too
Buying Flokong Today Is Like the Bitcoin pizza back then. One day people will acknowledge it
Experience the thrill of being at the forefront of innovation with Revux - the next big thing in crypto that's creating ripples of excitement among investors seeking transformative opportunities.
Petro dollar over. BRICS are going to price it higher, not linked to progressively declining dollar. We have to import 35% of our oil (refinery issues). Al of history of links between oil and dollars are just that-- HISTORY.
I'm buying the Flokong token so far never disappoints
Flokong another Floki stronger than usual alt coins. If any alt matters it is Flokong
Do not mind things UA-camrs say, I’m hodling my Flokong
As the crypto landscape evolves, Revux emerges as the next big thing, offering investors an opportunity to be at the forefront of innovation, success, and transformative growth.
Revux isn't just a token; it's a beacon of opportunity in the crypto space - the next big thing that's capturing the attention of investors seeking visionary ventures.
Tomorrow you gonna be mad if you are not in Flokong yet
+1 on this anti-doomer stuff. I have a bear bias, and it's cost me millions. You need to hedge, sure, but you cannot let that thought process dominate. These guys will not let the system fall apart, they will eventually lose control, but I have no idea how to see that ahead of time,.
Just buy NVDA and chill 😎
No need to waste time with all this analysis
he's so hot
YOLO TLT haa
Meh.
Avalanche is NOBODY’S favorite ecosystem lol
I was thinking something similar.
Should I sell? Lol
This guy's itching to leave just when the party's getting started. More drunk chicks for me.
Criptos and bitcoin are so mindless. Cringy stuff. Interview is excellent.
I see Flokong with 50x, maybe even 100x. Binance also gonna have that
so Flokong has to be no1 meme coin right 🔥
Flokong keeps a good look - charts only green for me
Flokong no doubts. Flokong is just ready for mooning
Best time to stack on Flokong more than ever
So here we are @ 32 mins in and another commercial buried in the content. Oh well, thumbs down and BYE!
"...The Fed wants to cut..."
you offer zero evidence or rationale for this claim, because there is no evidence or rationale for this claim.
btw, one of the world's primary oil exporters is mired in an expanding hot war. russia could spike oil any time they want to, for any number of reasons. this scenario is largely unprecedented, and is certainly NOT reflected in historical data.
putting all you eggs in the oil peak price basket, despite very fluid geopolitical variables. interesting approach to managing risk, dude.
Binance listing Flokong is set in stone. 🔥
Flokong movement begins and everyone is like acting crazy. Let's bring it up!
I am now systematically managing my consumption of xanax and alcohol.
Ride strong with Flokong before presale ends
In the realm of crypto possibilities, Revux stands out as the next big thing, offering a pathway to success that goes beyond the ordinary and embraces the extraordinary.
bro home boy has been bullish oil like the last year. this guy needs to pipe down