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What Else Can Be Priced In?

FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned of a “worldwide recession” on Friday, sounding another “risk off” signal and sending all three major U.S. indexes to declines of at least 1% two hours ahead of Friday’s close. Warren Pies, the founder of 3Fourteen Research, joins Maggie Lake for today’s Daily Briefing to talk about how a “worldwide recession” would impact particular asset classes, with an emphasis on energy. Warren explains the structural factors that make high-quality names related to crude oil and natural gas potential outperformers – even in an environment of “dramatic disinflation.” We also have a preview of an upcoming My Life in 4 Trades podcast featuring Bill Browder, who talks about Vladimir Putin, what comes next in the Russia-Ukraine conflict, and why it’s going to go on for some time longer. We also want to hear from you – please share your questions in the chat!

Guest Name
Warren Pies and Maggie Lake
Anchor Name
Maggie Lake
Keywords Name
Interview, Trading, Cryptocurrencies, Investing, Economics, Finance, Real Vision, Inflation, monetary tightening
Show Name
Daily Briefing
Content role