Episode Details
Back to Episodes
Is the market’s dovish interpretation of the May CPI data correct?
Episode 345
Published 3 months, 3 weeks ago
Description
We discuss why sticky inflation remains intact despite a favorable CPI print, why the Fed may still be one to two rate hikes behind the curve, and how KISS and Dr. Mo are designed to systematically manage risk by focusing on price and volatility rather than trying to predict every macro outcome.