Peak Inflation Is Wishful Thinking – Ep 799

Fox dropped Peter for saying inflation would accelerate. August CPI proved it. Now an 88% rate hike, 19-year-high yields, and $100 oil.📢 Please Support Our Sponsors:- My Patriot Supply. Check out the Be Ready Bundle at https://preparewithpeter.com and receive over $1,000 in food ...  Show more

Oil near $100, copper at a record, and the Fed still says 2%. Why the bond market breaks before the stock market does.📢 Please Support Our Sponsors:- Proton Pass. Go to https://proton.me/peter to get 50% off, backed by a 30-day money-back guarantee.- Function Health. Join at htt ...  Show more

– Unemployment falls, hard...

– ... but inflation doesn't budge

– Armaguard on the brink and the future of cash

– What mergers and demergers can tell us (and what they can't)

See omnystudio.com/listener f ...

The Fed, inflation, policy errors, recession, credit, emerging markets, Bitcoin. 

The Fed chief  Show more

0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocat ...  Show more