The Daily Dive asked for my take on the recent CPI print, the Fed's reaction, and what they imply for our markets going forward. We also talked about the oil in a world with a New Iron Curtain. We also covered my outlook for specific metals: lithium, copper, gold, and silver. We also discussed tax loss season, and my general outlook for 2023.

 

 

Timestamps:

00:00 — Introduction
00:28 — Insights on the recent CPI print
04:22 — Markets’ reaction to the Fed’s number
06:22 — 50-basis-point-hike club
10:08 — Impact of oil supply issues on inflation and energy prices
13:06 — EU’s plans to label Lithium as toxic, and its possible impact
19:01 — Copper potentially hitting record-highs in the coming year
22:34 — Outlook on gold and silver
26:54 — Catalyst for gold
29:48 — Tax Loss Season