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The Transcript Podcast Episode 78
Manage episode 344488045 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle.
Show Notes
[00:00:00] Introduction
[00:00:15] The Fed’s Hard Time with Inflation
[00:02:46] Inflation Is a Choice
[00:06:54] Recession Risks
[00:10:36] When will Real Rates be Positive?
[00:12:47] Declining Consumer Deposits
[00:15:50] The Energy Crisis & The Commodity Super Cycle
[00:22:54] Conclusion
112 episodes
Share
Manage episode 344488045 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle.
Show Notes
[00:00:00] Introduction
[00:00:15] The Fed’s Hard Time with Inflation
[00:02:46] Inflation Is a Choice
[00:06:54] Recession Risks
[00:10:36] When will Real Rates be Positive?
[00:12:47] Declining Consumer Deposits
[00:15:50] The Energy Crisis & The Commodity Super Cycle
[00:22:54] Conclusion
112 episodes
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Similar to The Transcript
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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continue reading
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