

Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business (Part 16)
19 snips Jan 12, 2024
Dr. Peter Linneman shares his outlook for 2024, discussing the state of the economy, federal and consumer debt, property plays, and more. They also explore the surprise rate cut announcement and criticize officials for being out of touch with inflation. The speakers predict a 3.5% 10-year interest rate and discuss the impact of supply chain pressures. They analyze the current state of the economy using the concept of 'canaries' and discuss the potential economic benefits of weight loss drugs. Finally, they delve into economic predictions, market forecasts, and political speculation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
Surprising Announcement and Out-of-Touch Officials
04:34 • 3min
Predicting a 3.5% 10-year interest rate based on inflation normalization and supply chain pressure normalization
07:08 • 4min
Federal Reserve's target and the economy
11:21 • 12min
Understanding Federal Debt and Net Wealth
23:19 • 16min
The Current State of the Economy and the Concept of 'Canaries'
39:39 • 18min
The Potential Impact of AI and Weight Loss Drugs on the Economy
58:05 • 1min
Economic predictions, market forecasts, and political speculation
59:34 • 3min