The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
The Compound and Friends
Korea Emerges as the Macro Trade Into 2027
Jens sees Korea’s memory boom, rising wages, dividends, investment, and consumer growth supporting both Korean equities and the broader economy.
On episode 259 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jens Nordvig to discuss: rising Treasury yields and the risk of something breaking in the bond market, Scott Bessent’s intervention in the yen and Treasury markets, the massive AI capex and hyperscaler debt boom, whether AI is actually inflationary, oil prices and the Fed, the surprisingly resilient consumer and labor market, America’s growing debt problem, and why Korea could be one of the most interesting macro trades heading into 2027.
This episode is sponsored by Franklin Templeton and Vanguard.
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