AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
How to Buy Cyclical Stocks in the Market
In the US, at least we are in the economic cycle. Are we about to enter a recession, early into a recession, late into a recession and about to exit one or no recession at all? If you let me show one more chart, page four, one, take a look at that chart, and then we can debate. We do a lot of modeling,. as you probably gather, the orange line is an AI based model of the world economy. It's cyclically sensitive commodity prices like lumber or copper or oil. And it's also the exchange rates of trade dependent economies. What the model does is it basically tries to predict what the tempo of the world real economy is from
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode