Scott Bauer joined the IBKR Podcast this week to break down what moved markets last week and what investors need to watch heading into the next stretch of earnings season. From lagging inflation data to big tech CapEx concerns, Scott did not hold back.
Scott covers:
- Why the inflation numbers that just came out may be telling investors a story that is already out of date
- What the recent surge in oil prices could mean for the next round of inflation reports
- Why Scott is taking retail sales data with a grain of salt even if the numbers look strong
- The big tech earnings question he says every investor needs to be asking right now about AI and CapEx
Listen now using the media player below.


