Tyler Rosenlicht Predictions
Portfolio Manager, Global Infrastructure at Cohen & Steers
Track Tyler Rosenlicht's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[7:56] we think the next two decades is going to be different in that it's going to be a lot higher on average and it's also going to be very volatile. So there's going to be periods when inflation's accelerating a lot, periods when it's decelerating a lot, but in general it's going to be significantly above where it was uh for the last two decades.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[10:52] we think we've passed the peak uncertainty and the peak sort of um challenges with the conflict. Now, that's not to say things can't get worse... the conflict plan plane is continuing its descent and will land sometime in Q2
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[27:18] we think the futures prices are going to have to rise. So we think the average oil company is discounting something like 65 or 70 today and they probably should discount something like 80
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[23:05] So here we are today, you know, gold 4500 or or wherever it is. You're kind of at the low end of what happens in sort of historical gold inflationary periods... We actually think the equities are not discounting spot. We think spot prices can hold.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.