Jerome Powell, Elon Musk, and Indiana Jones

We discuss the new CPI data, look back at what the experts predicted, and hopefully put the Fed conversation to rest. We’ll also talk about the potential fading of oil demand and ESG importance, and close with our favorite Indiana Jones movies.

Key Takeaways

[01:00] - Summarizing inflation data and the Fed’s reaction [05:15] - Did experts see this coming? [14:42] - Are we about to see oil demand begin to tamper? [20:49] - Tesla, Bud Light, and the importance of ESG scores/public opinion [25:09] - Our favorite Indiana Jones editions before the release of the new movie

Links

Fed pauses rate hikes after 15 consecutive months of increases Price changes over the last year (CPI report) Truflation is at 2.34% Charlie Bilello: Did the experts see this coming? No. Robert Kiyosaki (2/12): Giant crash coming

Bloomberg: Global oil demand growth will taper off over the next few years

Buffett is buying more Occidental Petroleum stock as oil prices near 2023 lows Patrick Bet-David: Phillip Morris received a higher ESG score than Tesla ESG becoming much less of a talking point on earnings calls Ramp Capital: The king of beer has been dethroned

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