Energy & Market Outlook with Warren Pies, Founder & Strategist at 3Fourteen Research
Grizzle Pod: Thematic Growth Investing
English - September 29, 2023 15:03 - 35 minutes - 32.4 MB - ★★★★★ - 3 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
We had the pleasure of catching up with Warren Pies, Founder & Strategist at 3Fourteen Research, a great conversation with one of the best quantitative macro strategists on Wall Street.
The last time we had Warren on the show (June 2023) he shared his bullish view on oil for 2H 2023, he absolutely nailed the call - he provides an update to his outlook going forward and implications for the broader market. He also provides excellent insights on energy equities and the underlying drivers, why investors have to look beyond spot oil prices.
Warren also shares his data backed view on the probability of a hard vs. soft landing in the economy, and his current asset class preferences.
We also talk about the death of the 60/40 equity and bond asset allocation portfolio and why investors have to be a lot more tactical and active going forward.
3Fourteen Research: https://www.3fourteenresearch.com/ Twitter: https://twitter.com/WarrenPies / https://twitter.com/3F_Research
Grizzle Research & Quant Substack: https://grizzleresearch.substack.com
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#energy #oil #macroeconomics