Money Tree Investing Global Macro Strategies for 2024: The Hidden Risks
Feb 9, 2024
Discussion on global macro strategies for 2024, including the impact of the election on markets and geopolitical stability. Focus on Russia, China, Middle East, oil, gold, bonds, partisan change, trade war, and inflation. Exploring challenges in predicting inflation and the consequences of China's economic slowdown. Examining the impact of the Eurozone on returns and volatility. Examining existential threats and the importance of critical thinking and research.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Potential Impacts of US Election and Global Macro Strategies
02:04 • 11min
Challenges in Predicting Inflation: Historical Perspectives and Future Policies
13:09 • 18min
China's Economic Slowdown and its Global Consequences
30:50 • 12min
China's Manufacturing Industry and Geopolitical Analysis
42:53 • 5min
The Impact of the Eurozone on Returns and Volatility
47:59 • 22min
Examining Existential Threats and Political Language
01:09:33 • 2min
The Importance of Critical Thinking and Doing Research
01:11:46 • 9min