„Österreich hat nicht nur niedrige Kurs-Gewinn-Verhältnisse. Das alleine nutzt wenig, wenn das Unternehmen nicht wirklich ausschüttet. Aber genau das machen die österreichischen Unternehmen auch“, bricht Wiener Börse-CEO Christoph Boschan eine Lanze für österreichische Aktien. Der Wiener Börse ging es angesichts des schwierigen Umfelds einer Stagflation gut. Derzeit liege man mit dem Ergebnis rund fünf Prozent unter dem Vorjahresergebnisses. Die Aktienumsätze seien relativ gering, so wie in Rest Europa auch. Denn fast 90 Prozent der institutionellen Umsätze werden von ausländischen Investoren getätigt. Vor allem die Amerikaner trauen den Europäischen Unternehmen derzeit nur wenig Innovation zu. Insbesondere mittelgroße europäischen Börsen wie Wien würden gemieden. Umso mehr, als Österreich den Ukraine-Krieg unmittelbar vor der Haustüre habe. Das derzeitige geopolitische Risiko sei aber schon eingepreist. Österreichs Unternehmen hätten sich viel früher darauf eingestellt und daher wären österreichische Aktien beim derzeitigen Bewertungsniveau mit einem Kurs-Gewinn-Verhältnis von sechs bis sieben durchaus attraktiv. Allein es fehlen die ausländischen Investoren, die den Großteil der Umsätze an der Wiener Börse tätigen. „Das ist natürlich ein zweischneidiges Schwert. Einerseits ist das schön, wenn das Ausland die Qualität der österreichischen Unternehmen schätzt. Nur mit den Ausschüttungen geht der der Großteil dee österreichischen Wertschöpfung ins Ausland“, bemerkt Christoph Boschan. Jede Idee, wie man die inländische Investorenbasis stärken könnte könne er schon auch aus Standortgesichtspunkten unterstützen. Was die leidige KESt betrifft hofft Christoph Boschan auf eine KEST-Befreiung der Eigenvorsorge bei einer Behaltedauer von einem Jahr und mehr noch in dieser Legislaturperiode. Mehr zum Wiener Börsegeschehen in der aktuellen Podcastfolge der GELDMEISTERIN, überall wo es Podcasts gibt. Musik- & Soundrechte: https://www.geldmeisterin.com/index.php/musik-und-soundrechte/ #WienerBörse #Ukraine-Krieg #US-Investoren #Böersenumsätze #Investment #podcast Foto: Wiener Börse --- Send in a voice message: https://podcasters.spotify.com/pod/show/geldmeisterin/message
Chris Temple, Editor and Publisher of the National Investor is back! We sat down with Chris at the New Orleans Investment Conference to focus on the theme of stagflation and Chris's thoughts on the markets. Fed policy is considered as a key driver to markets. When on the topics of markets Chris outlines a few areas of the market he thinks will do well in this environment. Keep you eyes on the sectors that are diverging from the broad averages. Click here to follow along with Chris at the National Investor website.
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. Try MetaMask Portfolio: https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[…]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes __ Timestamps: (00:00) Introduction (00:26) Spinozzi Remains Bearish On Very Long Duration Bonds (08:18) View On Investment Grade Bonds (09:46) Who Will Be Marginal Buyer Of U.S. Treasurys? (15:40) Foreign Demand for U.S. Treasurys (& Japanese Investors) (22:40) The Shape of the Yield Curve (24:07) Balance Sheet Policy (QT & QE) (32:32) Much Of Europe Is In Recession (42:21) European Demand For U.S. Treasurys (45:47) Barbell Approach To Fixed Income (Short-Term & 10-Year) __ Follow Althea Spinozzi on Twitter https://twitter.com/Altheaspinozzi Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
✅ Jetzt kostenlos zum Webinar mit Prof. Dr. Max Otte anmelden: https://kettner.shop/kostenlos_anmelden_cLo In den Medien wird immer noch von einer blühenden US-Wirtschaft gesprochen. Doch das ist schon lange nicht mehr der Fall. Die USA sind auf dem absteigenden Ast und halten sich aktuell mit enormen Haushaltsdefiziten über Wasser. Die USA steuern damit auf eine Stagflation zu. Allerdings ist nicht nur die USA betroffen, sondern die gesamte Weltwirtschaft lahmt und das Risiko einer globalen Inflation wächst. Mehr dazu in diesem Video. ✅ Für WhatsApp eintragen und 10-Euro-Gutschein erhalten: https://kettner.shop/jetzt_anmelden_cLo Wie hat Ihnen unser Beitrag gefallen? Wir würden uns über einen Daumen hoch und ein Abo unseres Kanals freuen. https://www.kettner-edelmetalle.de/
L'inflation fait les manchettes cette semaine, avec les dernières lectures américaine et canadienne de la semaine passée et cette semaine. Elle a également été dans la mire des régulateurs et de la politique pour plusieurs mois, voire années maintenant, et quoique le rythme de croissance a décéléré, l'indicateur demeure au-dessus de la fourchette cible. La question se pose réellement dans un tel scénario : de quoi a-t-on besoin pour retrouver la cible au juste ?https://www.daytradercanada.com/billet-boursier/au-revoir-recession-bonjour-stagflation/Site web: https://daytradercanada.com/Nous joindre: https://daytradercanada.com/nous-joindre/Facebook: https://www.facebook.com/daytradercanadaYoutube: https://www.youtube.com/@DayTraderCanadaLinkedIn: https://www.linkedin.com/company/day-trader-canada/
What are the risks of a stagflation scenario as observed in the 1970's? · What are the common factors, comparing today to the 1970s? · The current environment differs from the 1970s in several ways - what are they? · What are the risk factors to consider in today's economic environment? · Why we believe ultimately that a sustained period of stagflation is unlikely now.
Jeremy Fasquelle et Guy Ertz échangent sur les risques d'un scénario de stagflation comme dans les années 1970. • Quels sont les similitudes entre le contexte actuel et celui des années 1970 ? • Quelles sont les différences ? • Pourquoi nous pensons qu'une période prolongée de stagflation est désormais peu probable.
In this episode, Brian concludes his series on macroeconomic trends that will impact investor returns over the next cycle. He examines stagflation - a dangerous mix of high inflation and economic stagnation that previously occurred in the 1970s. While not overly concerned about stagflation recurring, Brian believes we may be entering a period of moderately high baseline inflation and potential recession. He advises listeners to learn from the 1970s stagflation case study and invest in real assets as an inflation hedge.[00:00 - 02:53] - What is Stagflation and What Caused it in the 1970s?Definition of stagflation as high inflation during economic stagnation/recessionCaused by oil shocks and supply disruptions in the 1970sPolicy mistakes fed inflation instead of cooling it[02:53 - 05:32] - The 1970s Stagflation Case StudyTwo oil shocks - 1973 and 1979 - caused recessions and inflationLoose monetary and fiscal policy worsened the situationEventually resolved by tighter fiscal policy and growth in 1980s[05:32 - 08:39] - Could Stagflation Recur Today?COVID stimulus initially fed inflation but it has cooled recentlyModerate baseline inflation likely going forwardRecession possible in 2023 from rate hikes and tighteningFed focused on crushing inflation over recession risk[08:39 - 11:19] - How to Invest if Stagflation Strikes AgainStudy 1970s case - real assets did well as inflation hedgesDon't panic but monitor inflation and economic indicatorsDiversify into real assets like commodities and real estateKey Quotes:"Stagflation is a period of high inflation that happens at the same time as a stagnation of growth or outright recession - the worst of both worlds." - Brian C. Adams"If you look at how bad the period of the seventies was for the U.S., it's certainly not something that we want to replicate." - Brian C. Adams______________________Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.
The price of oil surged more than 30% in the third quarter, driven by solid global demand, supply cuts from OPEC+ and additional voluntary cuts from Saudi Arabia and Russia. But is the market starting to turn? And what does it all mean for growth, inflation and monetary policy? ING's Head of Commodities Strategy, Warren PattersonSenior Economist Bert Colijn says this has serious implications for growth, inflation and monetary policy in the eurozone.
OptionsDesk broker Simon Hanouka speaks to Thomas Warner from Proactive London ahead of another big week in the world's financial markets. Hanouka highlights an address from Federal Reserve chair Jerome Powell scheduled for Monday, several important earnings calls in the UK and then non-farm payroll data expected in the US on Friday to round out the week. He also draws attention to last week's spike in the VIX volatility index, saying that bearish sentiment was very much in evidence at MoneyWeek's annual investment conference on Friday. The spectre of stagflation was even raised as one possible outcome of continued high interest rates, particularly if coupled with further increases in crude oil prices. "If you look at the S&P500 year-to-date we're up 11%, but if you look at the equal-weighted version of the index without the Top-5 heavyweight tech stocks that have been carrying it, we are down for the year." #ProactiveInvestors #FTSE100 #fed #federalreserve #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
In this month's Funding University podcast, I opted to forgo having a guest because there's an old economic term being discussed most people don't know anything about: Stagflation. There aren't many experienced CFO or finance professionals still around who have tussled with stagflation. The last time the US experienced stagflation was in 1973 and it puts the Fed in a tricky situation, especially with the possibility of a recession. As a funding professional and a CPA, I wanted to share some good planning tips for our listeners about how to prepare for potential economic changes, how to protect capital liquidity, and what this uncertainty means to you today. Admittedly, I had to dust off some of my old accounting books for this one, but if stagflation emerges in our current environment, a solid pre-emptive plan is your company's best defense. I encourage all of you to get with your lenders to discuss options before rates creep higher. Be sure to subscribe to our monthly Funding University newsletter here. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Dr. Harald Malmgren and Nicholas Glinsman, co-founders and partners of Malmgren Glinsman Partners, join Julia La Roche on episode 106 for a deep discussion on macro, geopolitics, politics, and the implications for financial markets. Links: Malmgren-Glinsman Partners Daily Ahead of the Heard and Malmgren Institutional Research: https://d5d0c2-2.myshopify.com/ “China Will Be The Next Japan” paper: http://www.international-economy.com/TIE_W23_Malmgren.pdf 0:00 Welcome Harald and Nicholas to the show 1:00 Harald Malmgren's macro view 2:20 Huge debt situation worldwide, and growing U.S. budget deficit 3:30 Strong dollar, lots of disruption 4:55 U.S. Treasury Market is the ‘ultimate wrecking ball' 8:00 Malmgren-Glinsman's call on China 10:00 Problems for the Treasury Market 11:19 Looking 3-months, 6-months, and a year out 15:00 10-year Treasury likely going north of 5 20:25 Implications of higher rates 24:19 Negative economic outlook doesn't mean rates will come down 26:43 Stagflation/ where to invest in a stagflationary environment 37:20 Is it realistic to get back to a 2% inflation target? 42:00 When are we going to trim this fiscal monster? 43:30 The big risk today - the fiscal imbalance 49:00 Biden 53:58 Leadership 56:00 Message for Millennials 1:01:30 Hal Malmgren on political teamwork across parties 1:04:22 Parting thoughts
Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees just under $6 billion in assets under management, joins Julia La Roche on episode 104 for a wide-ranging macroeconomic discussion. In this episode, Zook shares that he still sees stagflation ahead. In this environment, Zook is looking for opportunities in dislocated assets, particularly in energy and real estate. Zook has over 30 years of experience investing in traditional and alternative asset classes. He was recently honored with the Texas Alternative Investments Association's (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He regularly contributes to major media outlets, including CNBC, Fox Business, and Bloomberg. Before starting CAZ Investments in 2001, Zook served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber. 0:00 Welcome Christopher Zook to the show 1:07 Macro view today 2:50 The Fed likely to maintain credibility 4:08 Inflation and stagflation 5:40 Stagflation impact on stocks and bonds 8:30 Entering into a lost decade 11:44 Passive investing v. Active investing 16:20 Dichotomy in the market 19:00 Fiscal picture in the US 22:19 Betting against subprime 22:53 Concern about the consumers' spending habits 25:27 Investment opportunities 28:52 Commercial real estate 34:27 Energy
Welcome to episode 545 of the Trading Justice podcast which is brought to you be the letter S. The dreaded stagflation word is creeping its way back into the market lingo after this week's economic inflationary data and the Justice boys break down the current macro environment. Along those lines, the brothers analyze a “Top 10” list of reasons a recession might be coming down the line. What are the things the boys are worried about the most in the coming months? What should we be looking for? One thing we might all be looking for is higher commodity prices and the Justice boys analyze what has been a good trading environment recently. The macro backdrop might be a little sticky, but this podcast is enjoyable and informative!!! So sit back and get your macro on as you enjoy another edition of the Trading Justice podcast!!!
Brent crude is marching on as Saudi Arabia keeps the oil market tight raising the risks of stagflation in both Europe and the US. Will the current oil price curtail demand and will China begin tapping into its reserves? Copper has recently been supported by China's efforts to strengthen the yuan. We also talk about how copper is still structurally attractive giving the ongoing electrification, EV adoption and China stimulus. Finally, we go through the key movers in the Bloomberg Commodity Index, with Peter Garnry and Oskar Bernhardtsen. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo
With China experiencing deflation, and as Europe starts to encounter sticky inflation and slowing growth, is the US the only bright spot in the global economy right now? Is the curtain finally falling on the era of negative interest rates in Japan? And has Hong Kong become the latest victim of climate change? Ben Bennett, Investment Strategist APAC, explains all. This episode was hosted by Frances Watson, Content Manager and was recorded before the US CPI data print. For professional investors only. Capital at risk.
Larry McDonald (@convertbond), author of the New York Times bestseller “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers,” and founder of The Bear Traps Report, a weekly independent macro research platform focusing on global political and systemic risk with actionable trade ideas, joins Julia La Roche on episode 101. 0:00 Welcome Larry to the show 1:00 Macro picture 2:15 The probability of sustained stagflation near-term is rising 3:12 What people are getting wrong about inflation 5:32 Stagflation 9:20 One-year breakevens 10:25 Nvidia, and playing AI 14:20 Idiotic dislocations in the market 18:40 Indexing creating a bubble 23:15 Regional bank risks 27:25 Buy into capitulation selling 29:17 Economic picture today 34:00 Short high yield, long MBS trade 37:20 Companies sitting on cash are seeing stocks hold up (for now) 39:34 Zombies 42:00 What will drive 2-3 trillion out of growth and into value 47:00 Shift to stagflation 50:30 Most exciting trade of our lives
The world is talking about recession, stagflation and this will make you think if the paper money (cash) is real. We have for you the REAL money explained! For more information call 1.855.906.6381 or visit https://guildhallwealth.com/
Link to slide deck: https://shorturl.at/ejmuO - Yesterday's US July CPI report was a non-event for the market. We discuss how the more stickier part of the inflation basket remains elevated and well above the Fed's inflation target of 2%. We also discuss equity returns during stagflation, which is our new big macro call, and what it means for equity sector returns. The high short-term bond yields continue to act as headwinds for gold and wheat is struggling to find bids looking for the WASDE report for direction. Finally, we talk about a major acquisition in the US luxury industry, Alibaba's strong Q2 results, and ending on talking about next week's earnings releases. On today's podcast are Peter Garnry on equities and Ole S. Hansen on commodities. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo - Intro and outro music by AShamaluevMusic
Link to slide deck: https://shorturl.at/inqJ8 - The AI rally with Nvidia at its center is showing cracks with our bubble stocks basket down 13% this month and Nvidia shares breaking down technically yesterday. In today's episode we have also invited our Chief Investment Officer Steen Jakobsen to talk in more details about his big call that the economy will enter a stagflation light environment. We also touch on today's US July CPI report and what it means for bonds, the big move yesterday in natural gas due potential Australian LNG supply risks and finally we talk earnings from Novo Nordisk, Siemens, and Disney. On today's podcast are Peter Garnry on equities, Steen Jakobsen on macro, and Althea Spinozzi on fixed-income. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo - Intro and outro music by AShamaluevMusic
Viele wichtige Konjunkturdaten in Deutschland weisen nach unten, doch Robert Habeck gibt sich optimistisch. Der Standort Deutschland sei stark, viele Unternehmen planten Großinvestitionen, so der Wirtschaftsminister. Wie steht es um die deutsche Wirtschaft? Moderation: Elif Şenel Von WDR 5.
LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services. We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year. We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions. Go here to subscribe: https://primaryvision.co/subscription-plan/Questions? firstname.lastname@example.org
Christopher Zook, Founder, Chairman and CIO of CAZ Investments joins us for fascinating and thought-provoking conversation on the outlook for the economy and the investment opportunities in current markets. Christopher explains why he thinks the risk-reward is so poor in public equity markets at the moment and why investors are being offered poor prospective returns for the risk. We discuss private markets and the areas where CAZ is focused on allocating capital, particularly sports franchises and GP stakes. We also discuss some of the potential challenges in private markets as consumer and real estate debt is refinanced in the coming years. We delve into what Christopher and his team look for when selecting managers and partners, and the questions they ask to help unearth the next thematic opportunity. We wrap up by discussing the big influences on Christopher's career and his key learnings from over three decades in the industry.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to email@example.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Christopher on LinkedIn.Episode TimeStamps: 02:51 - Introduction to Christopher Zook05:11 - Zook's current view on the markets and economy09:06 - The outlook for real estate12:48 - Stagflation and the impact of AI16:29 - Parallels to the .com bubble?18:45 - Options trading - a key driver of short term21:35 - Building portfolios for the current environment25:44 - Inflation, stocks and pricing...
Australia could avoid a recession thanks to a mega migration surge. Our experts break down what else to expect from the new financial year. Find out more about The Front podcast here and read about this story and more on The Australian's website or search for The Australian in your app store. This episode of The Front is presented and produced by Kristen Amiet, and edited by Tiffany Dimmack. Our regular host is Claire Harvey. The multimedia editor is Lia Tsamoglou, and original music composed by Jasper Leak.See omnystudio.com/listener for privacy information.
This week: in the final episode of this season, James Goodwin, a specialist on the art market and its history, tells us about what high inflation and interest rates mean for the art market and what lies ahead. As Spain heads to the polls in July, we talk to Emilio Silva, president of the Association for the Recovery of Historical Memory in Madrid. What could the election mean for the controversial Spanish laws of Historical Memory and Democratic Memory relating to the Civil War of 1936 to 1939 and the period of Francisco Franco's fascist dictatorship? And this episode's Work of the Week is a project by the Swedish duo Goldin + Senneby. The work, called Quantitative Melencolia, involves recreating the lost plate for Albrecht Dürer's famous engraving Melencolia I. It is part of the exhibition Economics: The Blockbuster, which opens this week at the Whitworth Art Gallery in Manchester, UK.Economics the Blockbuster: It's not Business as Usual, Whitworth Art Gallery, until 22 October. The Manchester International Festival, until 16 July.The Week in Art is back on 1 September. Hosted on Acast. See acast.com/privacy for more information.
“Das was jetzt da ist, ist schlimm. Vor einem Jahr hab ich schon von Rezession und Stagflation gesprochen. Das Problem daran sind die Auftragseingänge der Industrie - bei Deutschland -9,9 Prozent im letzten Monat. Das ist ein schwerer Schlag. Da bin ich gespannt, was sich die Politik einfallen lässt. Ich war gerade in Asien und da merken Sie, die haben einen Plan, aber wo ist diese Energie in Deutschland?”, warnt Rolf B. Pieper. Der Investment- und Finanzmarktexperte setzt auf ein diversifiziertes Depot. Bei Rohstoffen und Metallen sieht er große Chancen. "Der Kaufkraftverlust ist in den Portemonnaies der Bürger. Deswegen Sachwerte - Edelmetalle, Industriemetalle, Edelsteine, Kunst." Alle Infos im Interview und auf https://rolfpieper.li
The Bank of England remains highly data-dependent, re-accelerating to a 50-bp hike "at this particular meeting" given the upside inflation surprises. The wide difference between actual inflation data releases vs. consensus keeps volatility elevated at the front end of the yield curve. The flattening of the curve reflects the risk to growth and increased pricing of cuts. In this edition of the All Options Considered podcast, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Dan Hanson, Senior UK Economist.
Amid persistent inflation, heightened recession risks and prolonged geopolitical tensions, central bank reserve managers find themselves confronting yet another difficult year. This challenging macroenvironment is impacting their investment strategies and, for some, it is raising concerns about the adequacy of their reserves. Join Nikhil Sanghani, managing director of research, and Taylor Pearce, senior economist at OMFIF, as they discuss some of the key findings from the 10th Global Public Investor report: https://www.omfif.org/gpi2023/.
UK interest rate rises risk house price collapse. Hosted on Acast. See acast.com/privacy for more information.
Natasha Feroze speaks to Kate Andrews and Katy Balls about today's inflation figures, stuck at 8.7 per cent despite predictions it would fall. As a flagship policy of Rishi Sunak's to half inflation, what options does the Prime Minister have?
In this episode, Gerald discusses the successful Make America Healthy Again Rally that was held last weekend on the Four Corners of Freedom in Kingston, NY. The rally featured wonderful speakers such as Gary Null and a sensational crowd. Tune in to see why Gerald thinks RFK, Jr. is the best choice for president and an in-depth analysis of what is happening with the economy and why we are entering Dragflation, not Stagflation as the mainstream media reports.
Josh is joined by Peter Earle, economist and writer for The American Institute of Economic Research. They dive into the de-dolarization phenomenon, the strength of bitcoin and whether or not gold is overvalued. Plus, the safe investments that are out there for investors, and the dilemma the Fed faces to battle inflation, while keeping US banks out of harm's way. Also, what is stagflation and are we on our way there?
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7 Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish Download Big Picture Trading chartbook
Tonight at 8:30 pm CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective! TO WATCH ALL FLYOVER CONSERVATIVES SHOWS -https://banned.video/playlist/61e636f26959067dbbfa11bfTO WATCH ALL FLYOVER CONTENT: theflyoverapp.comWatch more from Sean Hibbeler (The Hibbeler Effect): https://rokfin.com/TheHibbelerEffect WEBSITE: www.fluvid-19.com WEBSITE: https://www.hibbelerproductions.com Watch Fluvid-19: https://rumble.com/v2oe0pr-foc-show-fluvid-19-the-documentary-full-film-by-hibbler-productions.html To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To ▶ https://flyovergold.com Or Call 720-605-3900 SPONSORS FOR TODAY'S VIDEO► ReAwaken America- text the word EVENTS to 40509(Message and data rates may apply. Terms/privacy: 40509-info.com)► Kirk Elliott PHD - http://FlyoverGold.com ► My Pillow - https://MyPillow.com/Flyover► Z-Stack - https://flyoverhealth.com ► Dr. Jason Dean (BraveTV) - https://parakiller.com Want to help spread the Wake Up • Speak Up • Show Up -https://shop.flyoverconservatives.com/-------------------------------------------Follow our Social Media so we can be best friends
Today, we're going to be talking about inflation, deflation, stagflation, and what it all means. Inflation has been the topic of everyone's conversation recently. In simple terms, inflation is caused by the overstimulation of the economy through the government printing of money. What is going on in the marketplace? The Dow Jones keeps dropping, bonds are getting crucified, the real estate market is coming down fast… We are seeing similarities to the 2008 overstimulated housing market, but this time it's in multiple asset classes – housing, bonds, equities, crypto, these areas have doubled, tripled, or even quadrupled in the last 5 years or so. That is an over-appreciating, overstimulated asset with too much cash being thrown at a limited supply.
TO WATCH ALL FLYOVER CONTENT: theflyoverapp.comTo Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To ▶ https://flyovergold.com Or Call 720-605-3900 Check out our other economic updates here ▶ https://banned.video/playlist/61e636d86959067dbbf9f8f0 SPONSORS FOR TODAY'S VIDEO► ReAwaken America- text the word EVENTS to 40509(Message and data rates may apply. Terms/privacy: 40509-info.com)► Kirk Elliott PHD - http://FlyoverGold.com ► My Pillow - https://MyPillow.com/Flyover► Z-Stack - https://flyoverhealth.com ► Dr. Jason Dean (BraveTV) - https://parakiller.com Want to help spread the Wake Up • Speak Up • Show Up -https://shop.flyoverconservatives.com/-------------------------------------------Follow our Social Media so we can be best friends
Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees around $5 billion in assets under management, joins Julia La Roche on episode 72 for a wide-ranging macroeconomic discussion. In this episode, Zook shares that a recession is coming, and it's “going to be deeper and probably longer than people think.” He adds that we'll have a “manufactured recession,” where inflation is running so hot that the Federal Reserve has to raise rates fast to slow down inflation, forcing the economy into a recession. Moreover, he points out that markets believe the Fed will start cutting rates by the end of the year, something Zook does not expect to happen. In these types of environments, Zook is looking for opportunities in dislocated assets or persistent assets that perform well, even if his hypothesis is found to be true. Zook has over 30 years of experience investing in traditional and alternative asset classes. He was recently honored with the Texas Alternative Investments Association's (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He regularly contributes to major media outlets, including CNBC, Fox Business, and Bloomberg. Before starting CAZ Investments in 2001, Zook served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber. 0:00 Intro 2:12 Welcoming Christopher Zook to the show 2:50 Beginnings in investing 3:43 Trading commodities to pay for college 4:40 Reading about traders 5:55 Managing risk extremely carefully 7:20 Starting own firm 8:20 Managing money at age 22 8:50 Set goal to start firm in 10 years 9:50 Tony Robbins 10:40 The bigger the way, the bigger the try 14:00 Zook's “why” 16:20 CAZ Investments structure and focus 18:36 Thematic approach 20:30 Betting against subprime housing 25:00 Macro outlook 25:12 Meme stock bubble 26:23 It takes longer than people think to reconcile dislocations 27:07 We haven't seen true dislocation yet 27:40 Recession is coming and it will be deeper and longer than people think 28:08 A manufactured recession 29:00 I'll be shocked if the Fed cuts rates this year 30:06 More of a 2-3 year recession 31:00 Disconnect between the Fed and the market 33:20 Be greedy when others are fearful 33:54 Stagflation 34:34 Worst economic regime for financial assets 38:13 Opportunities 40:20 Themes right now 41:09 Cord-cutting 41:40 Opportunity in sports teams, media rights 43:55 Themes that exist in real estate today 45:40 Stress from higher rates will force refinancing 46:45 Why we haven't seen panic selling yet 47:45 Every sector of real estate will be stressed 50:40 U.S. Dollar outlook 53:39 U.S. debt levels are terrifying 56:29 Growth of private assets 57:04 Opportunity in GP stakes
The Moneywise Guys Friday, April 28th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management linkedin: MoneywiseWealthManagement Guest: Kyle Jones, Attorney at Law website: www.KWJonesLaw.com phone: 661-833-1090 email: firstname.lastname@example.org
Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan's acquisition of First Republic and outlook for regionals. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, discusses the outlook for markets and the potential for stagflation in the US. Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs, joins the program to talk ETF investing and flows. Krishna Gupta, Chairman at Presto Automation (NASDAQ: PRST), joins to discuss AI tech outlook and opportunities. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to discuss earnings, the insurance industry, and outlook in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
NTD Business News- 4/27/20231. Lyft, Gap, Dropbox Laying Off Thousands2. U.S. Economic Growth Slows Sharply in 1st Quarter3. U.S. May Be Experiencing Stagflation: Analyst4. Tucker Carlson Breaks Silence5. America First Legal Seeks Mars Investigation
Long-time macro investor Axel Merk (@AxelMerk), Chief Investment Officer of and founder of Merk Investments, returns to the pod for episode 70 and a wide-ranging conversation on monetary policy, the economy, the banking crisis, problems plaguing commercial real estate, the U.S. Dollar, gold and more. In this episode, Merk points out how the economy is a mess. He also explains that those in the “soft landing” camp are ignoring “the big elephant in the room,” which is the bank balance sheets exposed to interest rate risk and commercial real estate. He later adds that the Fed's actions are converting an acute problem into a chronic problem, where banks with holes in their balance sheets will lend less, which is a headwind to growth. Axel has grown Merk Investments into a $1 billion investment advisory firm offering investment funds and advisory services on liquid global markets, including domestic and international equities, fixed income, commodities and currencies. 0:00 Intro 1:50 Welcome Axel Merk 2:22 Background in macro 3:32 Deep dives into central banks 4:00 The Fed is higher for longer 4:53 Big elephant in the room are the banks 6:02 Banking crisis is still here 8:40 Banking system limping along 10:38 Policymakers will bend the rules 11:29 People will invest based on next bailout as opposed to fundamentals 13:00 Commercial real estate 15:22 How to fix banks 20:07 Moral hazard? 21:30 Banking is risky 23:22 SVB depositors 29:00 Converting acute problems into chronic problems 30:00 Inflation 34:00 Stagflation a longer more persistent issue 48:00 Dedollarization 51:47 Risk of people moving out of the dollar is more than theoretical 56:41 Debt ceiling fight 1:01:01 Capitalism
Photo: No known restrictions on publication. @Batchelorshow 1776 #MrMarket: Sticky inflation becomes stagflation. Jim McTague, former Washington Editor Barron's. https://www.msn.com/en-us/money/savingandinvesting/the-case-for-a-stagflation-stress-test/ar-AA19dpWO
Discussing a combination of problems occurring right now, Del Walmsley addresses the natural disaster that is at our doorsteps and what this will mean for the economy, job creation, and the value of your assets. Click to Listen Now
Alexandra Ocasio Cortez and Joe Biden are trying to blame record debt and deficits on the tax cuts from the Trump administration. There's one problem with that, as Trish Regan reports in today's episode of The Trish Regan Show: When Donald Trump was President, the Federal government raked in the most revenue in its history! In other words, smart policies can generate positive outcomes. But, today, as the federal government continues spending and the federal reserve tries to manage its insane money printing, the average American is losing out. America's middle class is losing its opportunity for upward mobility proving that "Modern Monetary Theory" is nothing but theoretical nonsense. "This is NOT a game of monopoly," says Regan. The stagflation threat is real. SIGN UP FOR TRISH REGAN'S NEWSLETTER AT Https://TrishIntel.com SUBSCRIBE TO TRISH REGAN'S LOCALS PAGE AT: https://TrishRegan.Locals.com GET TRISH REGAN MERCH AT: https://TrishRegan.store Twitter: https://Twitter.com/Trish_Regan Youtube: https://www.youtube.com/trishreganchannel Locals: https://TrishRegan.Locals.com Facebook: https://Facebook.com/RealTrishRegan Instagram: https://Instagram.com/Trish_Regan Today's in-show Advertisers, Sponsors, and Special Offers include: Legacy PM Investments FIND OUT HOW TO INVEST IN GOLD by calling 1-866-589-0560 or getting a free guide at: https://LegacyPMInvestments.com EK Pure Enviro-Klenz https://EKPure.com CODEWORD: TRISH Use Codeword TRISH to get 10% off your military grade air-purifier - Plus, get free shipping and a free air quality monitor ALL with CODEWORD TRISH at EKPure.com KeyCity Capital For more on how KeyCity Capital believes investors may better hedge inflation click here RUFF GREENS Does your pet need a vitamin boost? Get a FREE Jumpstart Trial Bag of the Ruff Greens supplement created by naturopathic Doctor Dennis Black. All you have to do is pay for shipping. Support the show: https://trishregan.store/See omnystudio.com/listener for privacy information.