What is the FED Going to Do? Deflation Scare? Open Discussion With Seth Golden
This is a must listen around inflation data + consumer health + economy + valuation
We took our offline conversation with Seth Golden to the forefront. We had a back-and-forth discussion around inflation data, both CPI/PCE including high-frequency data.
We also further discussed our recent twitter posts around valuation and economic readings.
This is a must listen.
Listen on Spotify or Apple
Segments:
0:00 Opening
1:55 Inflation views, data, used cars, etc.
9:22 PCE vs CPI Pros and Con of the metrics
12:20 Housing CPI lag, Apartment List data
15:50 Used car index, Manheim used car index falling
18:00 Blackbook wholesale car prices falling
19:20 Sean Emory's supply chain thoughts and data
23:20 Seth Golden's supply chain views
30:25 Do prices need to come down to deflate? Deflation coming?
37:50 State of the economy
46:10 Market sentiment overdone? Consumer confidence...
52:20 Valuations
57:20 What should/could FED do? Pivot?
1:03 Finom Group overview and outro
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