About this episode

Bill O'Grady and Mark Keller discuss the importance of maintaining investment styles, the stability of oil prices, and the implications of reduced Fed transparency.

Bill O'Grady and Mark Keller explore why investors should resist the temptation to abandon their core investment style during periods of market momentum. They unpack how oil prices surprisingly avoided a spike given recent events in the Strait of Hormuz, with a note of caution for future changes as the world adjusts. The conversation turns to Chair Warsh's first FOMC meeting and a likely shift toward reduced Fed transparency, closing with a look at the economic tradeoffs in today's world of no recessions and their long-term outlook for gold.

People in this episode

Host: Bill O'Grady

Guest: Mark Keller

Topics covered

• investor self-awareness
• oil prices
• Fed transparency
• economic tradeoffs
• long-term outlook for gold

Keywords

• investing
• oil prices
• FOMC
• economic tradeoffs
• gold outlook

Mentioned in this episode

Organizations: FOMC

Places: Strait of Hormuz

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