Wealthion’s Andrew Brill welcomes Geo Chen to unpack why the current macro setup is highly bullish for global markets, driven by the Fed’s rate cuts, positive U.S. economic data, and China’s aggressive stimulus efforts. The author of the Fidenza Macro Newsletter also shares his updated views on key asset classes like gold, oil, and bitcoin, and explains why European and cyclical equities may be set to outperform.
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Visit Geo’s Fidenza Macro Newsletter, here: https://fidenza.substack.com/
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
1:09 - Geo Chen’s Background and Experience
2:14 - Philanthropy: Saving the Rainforest
4:34 - Why Geo Is Optimistic About the Current Economy
7:50 - China’s Real Estate Crisis and Economic Stimulus
10:16 - Fed’s 50 Basis Point Cut: A Decision of Least Regret
13:21 - Employment Trends, AI, and Productivity
17:42 - Inflation, Rate Cuts, and Strikes: What’s Next for the Fed?
21:54 - Why Geo Is Bullish on Cyclical Sectors Over AI
23:22 - U.S. Debt Concerns and Treasury Yields Outlook
27:38 - Gold Outlook: Reducing Allocations and Positioning
31:02 - Oil Market Dynamics: Saudi Actions and Price Impact
34:02 - China’s Shift from Export to Domestic Consumption
35:26 - The Dollar Smile: U.S. Dollar Outlook
37:32 - Bitcoin and Cryptocurrency Analysis
41:12 - Geo’s Investment Opportunities: Chinese and European Equities
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