Macro Sunday #31 - Spiking freight rates bringing back inflation?

Jan 7, 2024

The podcast discusses the potential impact of high issuance and supply chain disruptions on inflation, focusing on Europe and transportation. They explore the recent attacks on freight ships in the Red Sea and its implications for global trade. The consequences of the Federal Reserve's actions and Bitcoin's ETF approval are also discussed, along with the country's debt, rising energy prices, and interest rates. The chapter concludes with a conversation about high inflation and its impact on freight rates, as well as potential strategies for investing in shipping companies.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Shipping Redirection and Global Trade Implications

01:57 • 15min

Consequences of Federal Reserve's Actions and Bitcoin's ETF Approval

17:24 • 7min

Debt, Energy Prices, and Negotiations: Perspectives on the Fiscal Deficit

23:58 • 4min

High Inflation and Impact on Freight Rates

27:28 • 12min