Warren Pies
Founder of 3Fourteen Research and macro investor who provides analysis on inflation, bonds, equities, and commodities, and shares macro research and forecasts.
Best podcasts with Warren Pies
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Dec 24, 2025 • 50min
Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
Warren Pies, founder of 3Fourteen Research and a macro investment expert, shares insights on macroeconomic trends. He explains why 2026 could experience Goldilocks conditions with growth without inflation, as well as risks of overheating. Warren dives deep into inflation dynamics, the K-shaped economy, and the implications of Fed policies on bonds and equities. He forecasts the S&P 500 could hit 8,000 early in 2026, while discussing strategic rotations from bonds to commodities amidst rising commodity prices.
Feb 10, 2026 • 56min
#338 Warren Pies: The Bearish Narratives Are Overdone — Bull Market Remains Intact
Warren Pies, founder of 3Fourteen Research and macro strategist focused on equities, commodities, and AI disruption. He lays out a Goldilocks H1 2026 with growth rising and inflation easing. He flags four AI-related risks including buybacks and software derating. He argues dispersion under record highs often precedes rallies and recommends commodities as a nondisruptible hedge.
