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
Talking Data