You Can’t Model Inflation (guest: Warren Pies)

This week, Kevin and Patrick welcome back to the show, 3Fourteen Research founder, Warren Pies. They discuss why a Fed rate cut can negatively impact bonds while benefiting commodities, and he shares strategies for capitalizing on these market shifts.

Check out 3Fourteen Research : https://www.3fourteenresearch.com Follow Warren on X: https://www.x.com/warrenpies

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