Shelter Continues to Drive Inflation
As markets hit all-time highs again, we’ll look at shelter being the key driver of inflation. We’ll also touch on Roaring Kitty, meme stocks, and why you can’t gamble on the markets. We’ll finish with the Scottie Scheffler story and take a look at the future of EVs and fossil fuel consumption.
Key Takeaways
[02:41] - Shelter continues to be the main inflation driver [08:05] - Who is Roaring Kitty + gambling on the markets [12:48] - Scottie Scheffler arrest story [15:27] - The decline of Bird Scooters + Apple Vision Pros [18:18] - Electric vehicles & improving tech/techniques for fossil fuels
Links
Zandi: harmonized core CPI inflation (from the BLS) and harmonized core PCE inflation Roche: Shelter will continue to be the main driver of inflation in the coming year. Davey Day Trader Scottie Scheffler arrested before PGA Championship Round 2
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Doug Stokes Greg Stokes Stokes Family Office
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