On episode 76 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox to discuss the latest CPI data, why Michael's feeling a little bullish, calling the Fed's bluff, chances of a soft landing, retail investor sentiment, and much more!

More from Callie:
https://twitter.com/callieabost

This episode is sponsored by Composer. To learn more, visit https://bit.ly/compoundandfriends

00:00 - Intro
01:41 - Callie
06:47 - CPI
16:13 - Housing
19:27 - CPI Day Volatility
23:23 - Inflation Expectations
25:03 - Calling the Feds Bluff
32:26 - Surveys
36:05 - Remodeling
38:03 - Investor Positioning
44:44 - Put/Call Ratio
54:17 - Job Markets
01:05:41 - Timeframes
01:15:40 - Favorites

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