Real Vision: Finance & Investing American Exceptionalism: Is the U.S. Rebounding?
Oct 28, 2023
This podcast explores the potential economic rebound of the US after a strong jobs report and a strengthening dollar. It discusses the impact on various asset classes, the positive effects of geopolitical risk premiums on commodity markets, the discrepancy in US gasoline consumption, the reasons behind US outperformance in asset markets, the shift in energy prices and the role of technology in the US economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Ramifications of Recent Events on Markets
03:53 • 6min
Positive impact of geopolitical risk premiums on commodity markets
09:47 • 2min
US Gasoline Consumption and the US Outperformance in Asset Markets
11:35 • 9min
Shift in Energy Prices, Quality, and the US Dollar
20:13 • 3min
The Role of Technology in the US Economy
23:27 • 11min