I give my thoughts on the recent market moves, where I see assets heading into the end of the year, and my thesis that labor shortages lead us on one path, and that is hyperinflation. The dollar is extremely manipulated and one must look elsewhere to see what is really going on beneath the surface. Protect yourself. Thanks for listening.
Oct 2023
EPPY 101: A Castle Made of Sand.
On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!
28m 36s