Macro Mondays Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
9 snips
Aug 12, 2024 Dive into macroeconomic insights as the hosts evaluate investment opportunities amidst changing market sentiments. They dissect the escalating situation in Ukraine and its ripple effects on energy markets. A strategic look at Ukraine's Kursk offensive raises questions about power dynamics and NATO support. Explore inflation trends affecting consumer prices, including used car and freight rates. The discussion wraps with a focus on tracking liquidity and inflation expectations to identify potential investments in today’s volatile landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Macro Insights and the Ukraine Situation
01:48 • 2min
Ukraine's Kursk Offensive: A Turning Point
03:53 • 6min
Navigating Market Sentiments and Macroeconomic Trends
09:34 • 18min
Inflation Trends and Geopolitical Impacts
27:14 • 12min
Analyzing Market Sensitivities and Future Trends
38:52 • 2min