Lead-Lag Live

The Deflation Scare Is Coming With Deer Point Macro

Oct 2, 2022
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1
Introduction
00:00 • 3min
2
Investing in the Long-Term Versus Fintuit?
02:54 • 2min
3
The Biggest Concern Is Not Inflation, but Deflation Long-Term
04:48 • 3min
4
I'd Argue It Accelerated With COVID
08:07 • 2min
5
Is the Bond Market More Right Than the Stock Market?
10:31 • 3min
6
Is There Really a Serious Incentive by Corporate Leaders to Initiate Onshore?
13:52 • 2min
7
Supply Chain Disruption - Is the Fed Miscalculating?
15:45 • 3min
8
Is There a Risk of Emerging Markets Defaulting?
18:59 • 3min
9
Dollar Shortage - What Does That Mean in Practice?
21:35 • 3min
10
The Dollar Strength Is a Bizarre Concept for Most People to Intellectualize
24:10 • 4min
11
Is Money Printing Like Inflationary?
28:24 • 4min
12
Agri-Deopoint on Globalization
31:59 • 2min
13
Debt to GDP and VIX
34:12 • 3min
14
Is There a Link Between ISM Services and Average Peaks in Volatility?
36:52 • 2min
15
Is There a Correlation Between Nominal Wages and Capital Deepening?
38:52 • 5min
16
Are Food Prices Going to Stay Elevated as They Get More Wealth?
43:30 • 2min
17
Is the Stock Market an Indicator of Economic Prosperity?
45:50 • 3min