Real Vision: Finance & Investing

#947 - Is Inflation Still a Worry? With Mish Schneider

Jan 5, 2024
Guest
Mish Schneider
Mish Schneider, Chief strategist at MarketGauge, joins Maggie Lake to discuss investors’ reaction to today’s jobs report, potential commodity supercycle, secondary inflation wave, and impact of a bitcoin ETF. They also analyze indicators of inflation, movement of commodities, hedging for a second inflation wave, AI's potential, Vietnam's trade, China's impact on the global economy, and market concerns.
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Episode notes
1
Introduction
00:00 • 5min
2
Analyzing Possible Indicators of Inflation
05:24 • 6min
3
Analyzing the Movement of Commodities and the Impact on Inflation
11:02 • 2min
4
Hedging for a Second Inflation Wave
13:11 • 11min
5
AI's Potential and the Vietnam Trade
24:07 • 3min
6
China's Impact on the Global Economy
27:02 • 6min
7
Inflation, Banks, and the S&P: A Discussion on Market Concerns
32:39 • 3min