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21min chapter
UBS' Jason Draho - Another Roaring '20s for the US? | #538
The Meb Faber Show - Better Investing
Roaring '20s: A Potential Economic Outlook for the US
This chapter analyzes the potential for a 'roaring 20s' in the US economy, discussing the misinterpretation of economic data in 2023 and highlighting the strong financial position of US households post-pandemic. It explores various mega trends like CapEx boom, green energy transition, and AI, and their impact on the economic landscape, while also delving into the relationship between interest rates, inflation, and the Federal Reserve's potential actions in response to economic developments.
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