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Stocks & Life

WHAT A BLOODY DAY!! What’s next?

Oct 14, 2026 · 19 min · 7 segments

Get full access to Vance Roberts at vanceroberts.substack.com/subscribe

Spotify Website

Speakers: Vance RobertsHostJustinGuestKingGuest

Top entities: Artificial intelligence×6 Consumer price index×8 Micron Technology×5 Tesla×4 Producer price index×2

Show signals: SuitabilityLimitedBiasNot political

CPI and the Market Selloff0:58 – 3:45

J

JustinGuest

0:58

So did I miss a headline, or was all of this based on CPI?

V

Vance RobertsHost

1:03

What, all the selling?

J

JustinGuest

1:04

Yeah.

V

Vance RobertsHost

1:06

I honestly think it's just been leading up, personally.

V

Vance RobertsHost

1:11

And I think...

V

Vance RobertsHost

1:14

I don't know.

V

Vance RobertsHost

1:15

I think they've just kind of been waiting for a reason to sell.

V

Vance RobertsHost

1:18

But I'll be honest with them.

V

Vance RobertsHost

1:20

To me, this selling wasn't that bad.

V

Vance RobertsHost

1:21

I mean, to have CPI miss on almost every metric and the SPYs only down a percent, Qs weren't even down 2%.

V

Vance RobertsHost

1:29

I mean, I don't know.

V

Vance RobertsHost

1:31

I expected way worse with, you know, missing or coming in hot CPI on everything.

J

JustinGuest

1:38

Right.

J

JustinGuest

1:39

Well, I think most of the CPI has been contributed to the higher oil cost, right?

V

Vance RobertsHost

1:44

Yeah, I agree with that.

V

Vance RobertsHost

1:46

I think so.

J

JustinGuest

1:48

I don't know.

J

JustinGuest

1:49

We have PPI tomorrow, so we'll see how that does.

V

Vance RobertsHost

1:55

That'll be interesting.

V

Vance RobertsHost

1:56

I mean, I don't know.

V

Vance RobertsHost

1:58

I'm mixed.

V

Vance RobertsHost

1:59

You know, there's some charts that look beautiful.

V

Vance RobertsHost

2:01

There's some charts that look gross.

V

Vance RobertsHost

2:03

There's the macro and all that shit.

V

Vance RobertsHost

2:06

You know, earnings could be bad.

Artificial intelligenceEntityProfessional field
98%6 mentions
Consumer price indexEntity
94%8 mentions
Micron TechnologyCompanySemiconductor manufacturing company
90%5 mentions
TeslaCompanyAutomotive company
87%4 mentions
Producer price indexEntity
83%2 mentions
Capital expenditureEntity
79%8 mentions
Large language modelEntity
75%4 mentions
AMDCompanySemiconductor company
71%3 mentions
Space Exploration Technologies Corp.CompanyAerospace company
67%2 mentions
AnthropicCompanyArtificial intelligence company
63%5 mentions
ChinaCountryCountry in East Asia
60%3 mentions
Elon MuskPersonBusinessman and former Senior Advisor to the President of the United States
56%6 mentions
S&P 500EntityStock market index
52%1 mention
RussiaCountryCountry
48%2 mentions
OpenAICompanyGenerative AI company
44%3 mentions
NvidiaCompanyCompany
40%2 mentions
Alex KarpPersonCEO of Palantir Technologies
37%1 mention
ASML HoldingCompanySemiconductor company
33%1 mention
TaiwanCountryCountry in East Asia
29%1 mention
TSMCCompanySemiconductor manufacturing company
25%1 mention
Amazon.comCompanyMultinational conglomerate company
21%1 mention
GoogleCompanyTechnology corporation
17%1 mention
Rocket LabCompanyCompany
13%1 mention
World War IIEventWar
10%1 mention
XEntitySocial networking service
6%1 mention
DeityEntity
2%1 mention

Equity MarketsFinance > Financial Markets
Investment AnalysisFinance
AI Industry EconomicsTechnology > Artificial Intelligence
Corporate EarningsFinance > Investment Analysis > Equity Research
Market Sell-OffsFinance > Financial Markets > Equity Markets
Electricity SystemsEnergy > Energy Infrastructure
AI Infrastructure FinancingTechnology > Artificial Intelligence > AI Industry Economics
Inflation-Driven Equity VolatilityFinance > Financial Markets > Equity Markets > Market Sell-Offs
Hotter-Than-Expected CPI and Market ReactionEconomics > Macroeconomics > Inflation > Consumer Price Index
Bank Earnings and Semiconductor Earnings OutlookFinance > Investment Analysis > Equity Research > Corporate Earnings
Power Grid ModernizationEnergy > Energy Infrastructure > Electricity Systems
Solar Power and Data-Center Energy DemandEnergy > Energy Infrastructure > Electricity Systems > Power Grid Modernization
MacroeconomicsEconomics
Financial MarketsFinance
Energy InfrastructureEnergy
Consumer Price IndexEconomics > Macroeconomics > Inflation
Equity ResearchFinance > Investment Analysis
InflationEconomics > Macroeconomics
Economics
Technology
Energy
Finance
Artificial IntelligenceTechnology

CPI and the Market Selloff0:58 – 3:45

J

JustinGuest

0:58

So did I miss a headline, or was all of this based on CPI?

V

Vance RobertsHost

1:03

What, all the selling?

J

JustinGuest

1:04

Yeah.

V

Vance RobertsHost

1:06

I honestly think it's just been leading up, personally.

V

Vance RobertsHost

1:11

And I think...

V

Vance RobertsHost

1:14

I don't know.

V

Vance RobertsHost

1:15

I think they've just kind of been waiting for a reason to sell.

V

Vance RobertsHost

1:18

But I'll be honest with them.

V

Vance RobertsHost

1:20

To me, this selling wasn't that bad.

V

Vance RobertsHost

1:21

I mean, to have CPI miss on almost every metric and the SPYs only down a percent, Qs weren't even down 2%.

V

Vance RobertsHost

1:29

I mean, I don't know.

V

Vance RobertsHost

1:31

I expected way worse with, you know, missing or coming in hot CPI on everything.

J

JustinGuest

1:38

Right.

J

JustinGuest

1:39

Well, I think most of the CPI has been contributed to the higher oil cost, right?

V

Vance RobertsHost

1:44

Yeah, I agree with that.

V

Vance RobertsHost

1:46

I think so.

J

JustinGuest

1:48

I don't know.

J

JustinGuest

1:49

We have PPI tomorrow, so we'll see how that does.

V

Vance RobertsHost

1:55

That'll be interesting.

V

Vance RobertsHost

1:56

I mean, I don't know.

V

Vance RobertsHost

1:58

I'm mixed.

V

Vance RobertsHost

1:59

You know, there's some charts that look beautiful.

V

Vance RobertsHost

2:01

There's some charts that look gross.

V

Vance RobertsHost

2:03

There's the macro and all that shit.

V

Vance RobertsHost

2:06

You know, earnings could be bad.

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