Waiting for Inflation, SPACmania, and Dislocations in the Cannabis Bull Market
Max Wiethe and Jack Farley delve into what Fed Chair Powell's remarks indicate about the future of monetary policy and the economy.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
DB:Feb 10,2021: Real Vision editors Max Wiethe and Jack Farley delve into what Fed Chair Powell’s remarks indicate about the future of monetary policy and the economy. Max catalogs the rally in cannabis equities and notes that the bulk of the euphoria seems to be located in Canadian pot stocks, which may not be as favorable as their U.S. counterparts. After noting the tremendous volatility in MicroStrategy Incorporated ($MSTR), Jack and Max interpret what today’s reading for the Consumer Price Index, which fell slightly below expectations, means for reflation trades such as banks and energy. They close by giving a sneak peek of upcoming interviews with Julian Brigden, Howard Marks, Joel Greenblatt, and Lyn Alden as part of the “Is Everything a Bubble?” series.
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