This week Mike & Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy & markets? To hear all this and more, you'll have to tune in!
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Referenced In The Show:
Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU
Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson: https://www.youtube.com/watch?v=e4u5-GMkoiM&t=584s
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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.
