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The RO Show

Deep Dive On Macroeconomics & Markets With Global Economist, Dr. Daniel Lacalle Ep.25

Jul 9, 2023
01:05:08

Episode 25:

On today's show I speak with top global economist PhD, Daniel Lacalle, about macroeconomics affecting the markets and our daily lives. Daniel is very charismatic and has a special way of simplifying complex economic information for all to comprehend and relate such as comparing the cumulative effects of inflation to gaining weight. We had lots of fun discussing economics.

  • Inflation - Persistently Elevated Rising CORE Inflation
  • US & Europe Stagnation
  • Recalibration of CPI
  • Stagflation
  • Slowed Growth & GDP
  • Bond Market
  • Dollar vs Euro, Yuan
  • Earnings Recession
  • Fundamentals - Earnings, Compressed Margins, Guidance
  • Opportunities Arise from Challenges
  • Global Emerging Markets
  • Alternative Asset Classes

 

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