TIP412: Differences between the US and the Eurozone w/ Daniel LaCalle
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the economic repercussions of the Omicron COVID-19 variant in the Eurozone, focusing on declining consumer and industrial confidence. It highlights differing governmental responses based on vaccination rates and the risks posed to sectors like travel and leisure.
Trey Lockerbie sits down with Ph.D. economist, author and fund manager, Daniel Lacalle to get his forecast for 2022.
IN THIS EPISODE, YOU'LL LEARN:
- 01:29 - The ongoing developments from Omicron.
- 08:58 - Which industries are most at risk.
- 10:19 - Differences between the US and the Eurozone on many fronts.
- 13:06 - The recent announcements from the US Fed.
- 28:46 - Daniel’s forecast for inflation.
- 33:01 - The future of ESG companies and the skepticism surrounding them.
- And much much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Daniel Lacalle's Blog.
- Daniel Lacalle's Twitter.
- Daniel Lacalle's Website.
- Trey Lockerbie's Twitter.
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