The Commodity Exchange: "Are we in a late economic cycle?" with Warren Pies from The Commodity Exchange

The Commodity Exchange: "Are we in a late economic cycle?" with Warren Pies

44 minutes Posted Sep 29, 2023 at 8:02 am.

) Intro and Disclaimer

) Meet Warren

) What is a late economic cycle? What is the evidence for one at this point in time?

) Are we are in restrictive Fed policy territory yet?

) Have there ever been any soft landings when we're in an inverted curve?

) Are late cycles good for commodities?

) Oil rally are we close to the end?

) How can investors hedge against the uncertainty of soft landing?

) Gold another portfolio diversifier

) What would take to trigger an overweight on commodities? And are we close to moving any of those triggers?

) Outro

) Disclaimer

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44:03

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Show notes

In this episode, Nitesh is joined by Warren Pies, Co-Founder & Strategist, 3Fourteen Research. Together they discuss what a late economic cycle entails and what it means for asset allocation.

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You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

Warren: https://twitter.com/WarrenPies

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