In this conversation, Pascal Huegli and Caleb Franzen discuss their background in wealth management and the founding of Cubic Analytics. They delve into macroeconomic trends, particularly focusing on inflation, monetary policy, and the dynamics of risk assets like equities and Bitcoin. They emphasize the importance of understanding inflation metrics, the impact of tariffs, and the current state of the labor market. They also share insights on technical analysis, investment strategies, and the overall bullish sentiment in the market despite some economic softness.

Chapters:

00:00 Intro 

01:40 Understanding Inflation Dynamics

02:09 Analyzing Recent CPI Data

05:46 Inflation Metrics and Concerns

07:08 Impact of Tariffs on Inflation

09:47 PPI vs CPI: Understanding the Differences

11:39 What is the market focused on?

14:53 Expectations for Further Rate Cuts

16:19 Types of Rate Cuts and Market Implications

19:39 Understanding Market Sentiment

22:37 Volatility Risks in Monetary Policy

24:19 Identifying Bull Market Trends

27:48 Technical Indicators for Investors

30:39 Using the Williams Percent R Oscillator

33:54 Confluence of Indicators in Trading

35:09 Final Thoughts on Market Conditions

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#CubicAnalytics, #inflation, #monetarypolicy, #interestrates, #Bitcoin, #markettrends, #economicgrowth, #technicalanalysis, #investmentstrategies