Steve Hou

@stevehou

Head of Research @Silicon_Data. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)

New York, USA

Joined November 2016

Replies Reposts Media Articles

Pinned
Steve Hou
@stevehou
Aug 30
Excited and honored to participate as a panelist at the “Funding AI Compute” event in NYC on Sep 14th organized by @PrimaryVC. Thanks to @gabyllorenzi and @BSchech for the kind invitation and hosting! Look forward to many great discussions and learning from the fellow panelists!
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Steve Hou
@stevehou
12m
Oil experts. Bessent says the U.S. completely controls the Strait of Hormuz and the U.S. is hauling out some 70m barrels of oil a day through it. So why is oil price still going up if that’s true?
01:22
Aaron Rupar
@atrupar
14h
Bessent: "Everyone in this audience and every news outlet should be ashamed for taking a lying regime at face value"
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Steve Hou
@stevehou
6h
I was "Team Transitory" and make zero apologies for it.
Steve Hou
@stevehou
Oct 21, 2023
When I gave my presentation last year (pinned tweet), many thought I was talking about what we experienced in last couple years since 2021. No, that inflationary episode was mostly indeed transitory. The structural stuff, which was always coming, is coming now.
4
Steve Hou
@stevehou
7h
Oof
5
Steve Hou
@stevehou
7h
This isn’t a criticism of @AdamPosen @TheStalwart or @tracyalloway ofc as it’s commonly and casually said. But “5+ years of missing the inflation target” is really an absurd and disingenuous way of characterizing Jay Powell’s legacy. Sure, Powell’s Fed started hiking late and
Joe Weisenthal
@TheStalwart
Sep 1
Really enjoyed talking to @AdamPosen about the state of central banking, the Fed, the economy etc. We also got into an interesting discussion about Jerome Powell’s legacy which included 5+ years of missing the inflation target, and a high level of FOMC consensus.
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