The Meb Faber Show - Better Investing
UBS' Jason Draho - Another Roaring '20s for the US? | #538
Jun 21, 2024
Jason Draho, UBS Head of Asset Allocation Americas, discusses the potential for a 'Roaring 20s' in the US economy, covering factors like capex boom, green energy transition, and security. He also talks about bond strategies, inflation impacts, and deglobalization trends.
52:50
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Quick takeaways
- Despite recession predictions, the US economy's resilience was due to misinterpreted economic signals and strong household financial health post-pandemic.
- Expectations for a potential 'Roaring 20s' decade in the US are supported by factors like positive demand shock, increased business dynamism, and government stimulus.
Deep dives
American Farmland and Investment Opportunities
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