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Talking Data
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
May 23, 2024
55:22
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Timestamps:
0:00 - Intro 3:15 - Commodities Supercycle 6:56 - Goods Inflation 8:47 - AI as a Deflationary Technology 13:10 - Fed Minutes Review 14:58 - Are Rates Restrictive? 18:39 - National Debt/Neutral Rates/GDP 26:37 - Does the Curve Steepen out? 28:36 - Supply Chain Disruptions 32:13 - Pizza Talk 33:54 - More on Supply Chain Disruptions 37:47 - Reshoring Effort 40:33 - Trade Wars with China 43:45 - What would you call the Current Environment? 47:07 - Full Impact of Rate Hikes 49:05 - Outro
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