Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture, characterized by confusion and ambiguity.

In this episode, Jeff explains the Fed's focus on consumer prices and the risks associated with this approach. Jeff also highlights the lurking risks in the commercial real estate market and the Chinese real estate bubble. He provides insights on asset allocation and portfolio construction in this uncertain environment.

Jeff is an expert on the global monetary system, specifically the Eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and the economy. His podcast Eurodollar University (https://www.eurodollar.university/) aims to educate the public on the evolution, nature, and nuances of the Eurodollar system and true monetary principles.

Timestamps:

00:00 Introduction

01:05 Welcome Jeff and the macro view

03:08 Confusion and ambiguity in the economy

07:24 The Fed's focus on consumer prices

08:43 Market pricing and signaling

11:57 What the Fed should be focused on

14:30 Ambiguity in economic data

23:51 Fiscal support and the economy

26:39 Lurking risks: Commercial real estate and China

31:10 Asset allocation and portfolio construction

33:47 Eurodollar University and parting thoughts

PQI #14: Por que invisto em 3tentos (TTNE3)