

Immaculate Disinflation?
12 snips Nov 30, 2023
Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss 'immaculate disinflation' and market positioning. They explore inflation readings, labor market stability, recession indicators, Fed meeting expectations, and impact of Europe's stability on currency market. They also highlight the importance of adapting to AI era in democratic countries.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 โข 2min
Market Positioning, Sentiment Indicators, and Inflation: Implications for Consumers
02:28 โข 8min
Concerns about Consumer Fiscal Support and Labor Market Stability
10:54 โข 4min
FAB-5 Recession Signaling Indicators
14:33 โข 8min
Analyzing the Upcoming Fed Meeting and Inflation Dynamics
22:44 โข 7min
The Impact of Europe's Stability on Currency Market
29:35 โข 12min
Generating Leaders for the Future of Democracy
41:10 โข 2min