Macro Mondays #24 - The End of US Outperformance? - Guest: Mike Green
Nov 19, 2023
Mike Green, guest from Simplify Asset Management, joins hosts to discuss the outlook for the US economy compared to Europe and Asia. They analyze the recent inflation report, market conditions, recession possibility, and the consequences of Fed's interest rate hike. They also discuss the limitations of solar energy, the inflation reduction act, the Green New Deal, and China's economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analyzing the Recent Inflation Report and Its Implications
01:58 • 3min
Analysis of Current Market Conditions, Recession Possibility, and Seasonality Patterns
05:19 • 11min
The Consequences of Fed's Interest Rate Hike
15:50 • 22min
The Limitations of Solar Energy and the Flawed Approach to Energy Resources
37:50 • 3min
Inflation Reduction Act, Green New Deal, and China's Economy
40:42 • 17min