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
Connect with our hosts
Doug Stokes
Greg Stokes
Stokes Family Office
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
