

#967 - What’s Really Going on With the U.S. Economy? | With Julien Bittel
Feb 5, 2024
Julien Bittel, Head of macro research at Global Macro Investor, discusses the macro landscape and business cycle trackers. Topics include the confusing state of the economy, the dangers of groupthink, investment approach and portfolio allocation strategies, analyzing performance and pricing in different sectors, and understanding the business cycle.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Understanding the Two Economies and the Importance of Liquidity
03:46 • 8min
Analyzing Economic Narratives and the Dangers of Groupthink
11:20 • 2min
Investment Approach and Portfolio Allocation
13:06 • 6min
The Confusion and Lack of Clarity in the Market
19:33 • 4min
Analyzing Performance and Pricing in Different Sectors
23:52 • 25min
Understanding the Business Cycle and an Introduction to Crypto Tax Calculator
48:37 • 2min