Growing out of stagflation, Fed operating impact & Brazil Risk: The Week Ahead - 7 Nov 2022

Learn more about CI Futures here: http://completeintel.com/futuresIn this episode, we are joined by two special guests: Mary Kissel and Travis Kimmel. Mary is the EVP and senior policy advisor at Stephens. She was the senior-most aide to Secretary of State Mike Pompeo, and was editorial board for Wall Street Journal. Travis Kimmel is a technology entrepreneur, market philosopher and a spicy tweeter.First, we dig into the approach to getting out of this Stagflationary model. The Bank of England, the ECB, the Fed, and the BOJ all seem to be starting a managed decline. And the real question is, is that really necessary?We all know the Fed raised by 75bps and are expected to continue with at least 50bps in December. Raising rates has decimated tech names and made the operations significantly more challenging. Travis discuss with us the impact of the whiplash in interest rates on operators, on the people who run companies, and how they run those companies in this type of environment.And then finally, with Albert, we talk about Brazil. We saw a big election result in Brazil this week with Lula declared the winner. Many Brazilians are not happy.Also, note that Brazil is one of the largest emerging economies and a huge trade partner for China. Lula has already made comments in support of Russia in the war with Ukraine. What does this mean? Is Brazil a risk for US power in the western hemisphere, given the inroads that China already has in Venezuela, etc?Key themes<br/>1. Can we grow out of this stagflationary muddle?<br/>2. Impact of Fed rates whiplash on operators<br/>3. How big of a risk is Brazil?This is the 40th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:<br/>Tony: https://twitter.com/TonyNashNerd<br/>Mary: https://twitter.com/marykissel<br/>Albert: https://twitter.com/amlivemon<br/>Travis: https://twitter.com/coloradotravis<br/><br/>Time Stamp:<br/>0:00 Start<br/>1:45 Key themes for this episode<br/>2:36 Growth in stagflation?<br/>5:44 Is this a boomer-millennial thing?<br/>10:21 Will we see the start of some fracking in Europe to ease the burden of energy prices?<br/>12:26 We just need coherent and stable framework for the economy<br/>14:08 Impact of Fed rates whiplash on operators<br/>17:53 Are we making a depression period?<br/>19:06 Civil war in politics<br/>23:02 Brazil political changes: what we need to look at?<br/>25:09 Are we seeing more regional political risks for the US?<br/>28:20 What's to look for in the week ahead?<br/><br/>Watch this episode on Youtube: https://youtu.be/VJV_o1z9WV4