The Macro Trading Floor

Are You Paying Attention to Emerging Markets? | Nick Stadtmiller

Aug 14, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Goldy Locks
02:02 • 3min
3
Inflation in Europe Is Not Exactly the Same as in the Us
05:12 • 3min
4
The Liquidity Cycle
08:16 • 3min
5
The Guest of the Week on the Macratreting Floor
11:14 • 3min
6
The Goldy Locks for Emerging Markets
14:34 • 4min
7
Emerging Market Central Banks Will Have to Be More Hawkish Than What They Say They Will Be
18:06 • 4min
8
Emerging Markets - What's Your Take?
22:09 • 3min
9
The Gas Story Is a No Wind Situation for Hungary
25:01 • 3min
10
The Elephants in the Room - China First
28:30 • 5min
11
The Global Outlook for Mexico
33:34 • 4min
12
What's the Actionable Cro Trade You Would Like to Put On?
37:45 • 4min
13
The Macro Trading Floor - Nick Stadmiller
42:07 • 5min
14
Getting the Soft Ending Story Right
47:08 • 3min
15
Is This a Soft Landing?
49:44 • 2min
16
Saxe Bank Is a Sponsor of the Macra Trading Floor.
51:25 • 4min
17
The Blackout in Europe Is a Good Idea, Isn't It?
55:00 • 2min