Episode Details
| Title | Welcome to Peak Monetary Policy Theater | Weekly Roundup |
|---|---|
| Date | 7/26/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $COPPER - Copper is viewed as an attractive cyclical play on inflation with potential tailwinds in the near future.
- “I like stuff like copper a lot for that reason. It feels like it hasn't baked in as much of that, and it's a more cyclical play to inflation, which is, like that's where I'm at is trying to think about what are things that have tailwinds over the next while.” - Felix (45:26)
- 🟢 $INFLBRK - 🔒
- 🟢 $BILLS - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $HOUSING - 🔒