

Macro Mondays #58 - What will Kamalanomics look like?
8 snips 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Political Events, Market Rotation, and Speculations on Kamala Harris
01:34 • 14min
Chinese Communist Party Plenum Analysis and Economic Overview
15:37 • 6min
Kamala Harris's Interest in Venn Diagrams and Future Market Liquidity
21:17 • 10min
Economic Acceleration and Copper Trade Analysis
31:25 • 8min
Analyzing Macroeconomic Indicators and Asset Classes
39:15 • 3min