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On today’s show we discuss:
Future Proof Festival
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HOW FINANCE IS HARD
Wheat is trading below where it was when the Ukraine war started.
Never fall for first order narratives.
{#FatTony made his fortune shorting oil after the First Gulf War.} pic.twitter.com/kvJbzcBwP0— Nassim Nicholas Taleb (@nntaleb) July 17, 2022
Consumer stress to the max … among staple areas for consumers, inflation is soaring at fastest rate in history (>30% y/y) pic.twitter.com/N6PBCQUUKD
— Liz Ann Sonders (@LizAnnSonders) July 14, 2022
“Prior to the current period, there wasn’t a similar flattening of the 3m10y curve in a four-week span since the Financial Crisis. These types of moves in yield curves don’t happen often” – @bespokeinvest pic.twitter.com/hdKV17RftT
— Gunjan Banerji (@GunjanJS) July 18, 2022
In the last quarter, households withdrew $82BN in equity from their homes; the most in 15 years pic.twitter.com/S9zGekBrKF
— zerohedge (@zerohedge) July 2, 2022
*APPLE PLANS TO SLOW HIRING AND SPENDING FOR SOME TEAMS IN 2023
*APPLE SPENDING SLOWDOWN NOT COMPANYWIDE, WON’T AFFECT ALL TEAMS
Big scoop from @markgurman
— Tim Stenovec (@timsteno) July 18, 2022
this is why 10k value investors are retiring every single day (and becoming growth investors) pic.twitter.com/CxXfxtP7wS
— Ben Carlson (@awealthofcs) July 18, 2019
*KBW BANK INDEX RISES 5.8% FOR BIGGEST ONE-DAY GAIN IN 18 MONTHS
— zerohedge (@zerohedge) July 15, 2022
BofA daily loan and lease trends pic.twitter.com/MiFasQomUo
— zerohedge (@zerohedge) July 18, 2022
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