Moody's Talks - Inside Economics

Mispriced Markets, Miserable Outlook

Dec 16, 2022

01:10:10

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Is Manufacturing in Recession?

01:36

Bond Market vs Equity Market - Is the Bond Market Right?

04:19

Why You Can't Print Money and Spend It Without Producing Income

04:20

Introduction

3min

How Did You Find Your Way to Being Chief Investment Officer of Bridgewater?

4min

The Best Call You Ever Made in the 25 Years of Bridgeport?

5min

What Does This Mean for Markets?

2min

CPI Inflation Growth in November

2min

The Fed's Keyed in on Core Services

3min

The Fed Is Really Zoned in on Core Services, Ex-Shelter

5min

What's the Difference Between Demand and Supply?

2min

Why You Can't Print Money and Spend It Without Producing Income

4min

10.

Do You Buy Into Greg's Argument?

2min

11.

Why Did They Run Out of Chip Production?

3min

12.

Do You Think the Markets Are Making the Biggest Pricing Mistakes?

4min

13.

Are We Going to Have a Recession?

2min

14.

Bond Market vs Equity Market - Is the Bond Market Right?

4min

15.

Is Private Credit a Part of the Corporate Bond Market?

2min

16.

Do You Think That's a Systemic Risk?

6min

17.

Is Manufacturing in Recession?

2min

18.

Are You Getting a Severance Package?

2min

19.

Is There a Slowdown in the US Labor Market?

3min

20.

The US Composite Purchase Managers Index

5min

21.

Is There a Recession?

2min

22.

Is There a Demand Effect of the Interest Rates?

3min

Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates, Mark and the team this week. We get into the causes and outlook for inflation and prospects for the economy and financial markets. Greg shares his dark forecast with the group.

Full Episode Transcript

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight

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Moody's Talks - Inside Economics

Mispriced Markets, Miserable Outlook

Is Manufacturing in Recession?

Bond Market vs Equity Market - Is the Bond Market Right?

Why You Can't Print Money and Spend It Without Producing Income

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