

Fiscal Spending Is Having A FAR Bigger Impact Than Investors Realize | Kevin Muir, The Macro Tourist
12 snips Dec 28, 2023
Market veteran Kevin Muir, founder and editor of The Macro Tourist, discusses the underestimated impact of fiscal spending and stimulus measures on the global economy. They explore the slow implementation of infrastructure spending, the potential consequences of continued fiscal spending leading up to the 2024 elections, and the historical use of gold as an inflation hedge. They also delve into the possibility of a recession affecting Trump's reelection chances and the importance of considering future inflation when setting policy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Impact of Fiscal Spending on the Global Economy
01:48 • 22min
Gold as an Inflation Hedge
23:37 • 14min
The Potential Impact of a Recession on Trump's Reelection Chances
37:22 • 4min
Considerations for Future Inflation and Policy
40:57 • 18min
Market Outlook and Potential Assets
59:17 • 9min
Equal Weight Indices and Investment Opportunities for Small Investors
01:07:52 • 5min
Discussion on Business Skills and the Value of Time
01:12:59 • 3min