Thoughtful Money with Adam Taggart 'Vast Majority' Of Investors Unprepared For Coming Higher Levels Of Inflation & Risk | Bob Elliott
31 snips
Feb 20, 2024 Former Investment Committee member at Bridgewater Associates, Bob Elliott, discusses the impact of peak globalization on economies and asset prices, emphasizing potential shifts towards less globalization and reshoring post-COVID. The podcast explores the implications of policy changes, demographic shifts, and the benefits of onshoring production. Elliott also shares insights on non-monetary investments and highlights the health benefits of walking.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Role of Nominal Wage Growth in the Economic Cycle
01:34 • 15min
Peak Globalization and its Implications
16:43 • 8min
Analysis of short term stimulus and onshoring of production
24:57 • 5min
Exploring the Potential Impact of Policy Frameworks on Reshoring Production
29:56 • 4min
Navigating Demographic Challenges and Economic Shifts
34:05 • 26min
Guest's insights, platforms to follow, and non-monetary investment advice discussed
59:35 • 6min
Exploring the Health Benefits of Walking and Companion Animals
01:05:09 • 2min