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Macro Mondays

Macro Mondays #58 - What will Kamalanomics look like?

Jul 22, 2024
Discussing Kamala Harris's economic views, market rotations, CCP Plenum details, and the impact on various sectors. Exploring the use of Venn diagrams, market liquidity, and predictions for economic acceleration. Analyzing macroeconomic indicators, asset classes, and upcoming crypto event.
42:11

Podcast summary created with Snipd AI

Quick takeaways

  • Kamala Harris may lack a clear economic philosophy but could have fundamental ideas on capitalism.
  • Shifts in liquidity and declining growth trends impact commodity valuations and economic conditions.

Deep dives

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