The PhilStockWorld Weekly Webinar - Sept. 20, 2023

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Timeline

0:00:00: Dollar, the Dow, the Fed and foreign currencies.
0:05:00: Game theory and interest rates and inflation. Other countries vs us.
0:06:20: Governments need stability. Companies want low rates and high demand. Inflation and wages. Labor vs. CEOs.
0:08:20: UAW. Corporations making money includes low wages for the workers. That’s how corporations are structured.
0:13:45: Send Phil to Congress, he’ll be a great chart-guy!
0:14:00: UAW, incentives. Corporations desire low rates. Citizens want affordability and job security. Investors seek continued profits from the propped up markets. Governments want the appearance of fiscal responsibility.
0:18:15: Claude and Warren explore the game theory aspects of the current economic landscape. Conclusion: The most likely equilibrium outcome involves tepid growth. Lingering inflation. Accumulations of debt. External shocks or loss of confidence are a major risk.
0:21:45: The Fed’s goals. Using AI. It's a tool. Interest rates.
0:28:49: AI Claude and Warren.
0:31:55: Oil.
0:33:30: AI John Oliver and Hunter Thompson.
0:35:58: Fed will be done when rates hit 6%. Wages are still driving inflation.
0:40:32: Wages. Paying workers is good for the economy.
0:42:50: Office buildings and housing. TikTok.
0:44:45: Lake Tahoe
0:46:50: News.
0:48:40: Seeking Alpha.
0:50:30: The Fed. Nike, Disney. Disney…
0:58:50: The Fed. Analysis of Fed action and projections.
1:08:17: Bloomberg headline is Fed signals one more rate hike this year.
1:12:58: Core PC. Markets.
1:16:40: Summary by Warren.
1:17:00: Prices for single bedroom apartments and studios. ARM and Intel. Instacart.
1:26:40: ARM, INTC, AMD.
1:31:00: Inflation, INTC and the Fed.