ITPM Flash Ep55 Never Go Full Macro

[@audriusurbonavicius5428]

Thank you Anthony. I always look forward to seeing your observations and ideas. 👍👍👍

[@0ffbeatlj]

This was right on. I'm learning so much about how to think. I need to join the institute.

[@nick7402]

Thx Anthony nice summary

[@hiatuz3512]

Thank you for this content

[@MemueQuetale]

Its so valuable to just hear the reasoning about how you guys think about these problems. Obviously Im not here for "nugget hunting", but to just hear how you reason to determine the state of the economy, FED policy, etc. Thanks a lot, really great as always.

[@TheDiggidee]

Starting to understand these strategies that you keep doing. Looking forward to having enough money to actually get an ITPM course and start joining in with these fully. Thanks

[@The8lueSpirit]

Always a pleasure to hear from Sir Anthony Iser

[@timothywhitton6593]

Good video mate 👍🏼

[@jameswalker366]

Difference is, in the prior cycles QE/QT/ZIRP had not been used or even invented as a policy tool, neither were they just coming out of a supply chain induced inflationary period and a pandemic. It’s hard to accurately draw parallels, as much as I’d like to.

[@philphil9347]

Good vid. Like the gs research, do you know anywhere to get access to such research for retail investors?

[@TheDiggidee]

I've heard a Bloomberg subscription is good. Not sure how real that is however with the minefield we need to negotiate

[@GrayAreainvest]

I've noticed that lately when I visit retail stores, they're empty. Obviously people are broke and the Fed choosing to lower rates by .50 is a tell tell sign of just how bad things are.

[@konikacariapa3289]

GE Vernova is near its highest recorded price (high on the price curve) - why would you do a ratio spread when you have a major event around the corner?

[@rawcircoking]

It's how you express that idea

[@HappyDhillon-bu6tr]

Cuz even if it’s near all time highs it doesn’t mean that it can’t move higher and vice versa.

[@JimmyjimmyJimmyjimmy-ih3yd]

Thank you.

[@go4384]

What about stagflation (rising rates and a recession)? Utilities would crash. Not every macro quadrant is slowing inflation and contraction or rising/flat inflation and growth. You can also get rising inflation and contraction.

[@krazywally5685]

Thanks Anthony, top content as usual, is there any benefit/ opportunity in setting up a straddle the index?

[@stijndekker5753]

Thank you