Episode Details
| Title | Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler |
|---|---|
| Date | 12/12/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $OILSERVICES - Higher oil prices are expected to lead to increased drilling activity, benefiting oil services companies.
- “You get oil up to a 100, you're going to have a lot more drilling and a lot more production. You let the price go down to 40 or 50, everybody's going to be shutting down.” - Warren (39:04)
- 🟢 $DEFENSE - 🔒
Bearish:
- 🔻 $TLT - 🔒