Top Traders Unplugged

GM53: The Misdiagnosis of the Global Economy ft. Dario Perkins

12 snips
Nov 22, 2023
Guest
Dario Perkins
Dario Perkins, an economist, discusses the misdiagnosis of the global economy in 2023. They explore the shift higher in inflation, active industrial policy, and changing super cycle away from neoliberalism. These shifts point to greater volatility in inflation, a secular bear market in bonds, and a more positive outlook for value versus growth.
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Episode notes
1
Introduction
00:00 • 2min
2
Dario Perkins: From Treasury to Investment Banking to Independent Macro Research
02:29 • 4min
3
Analyzing the Global Economy
06:23 • 22min
4
Rise in Bond Yields and Economic Resilience
28:37 • 18min
5
Exploring the Inflation Target and Central Bank Mindset
46:24 • 3min
6
Current State of the Global Economy and Potential Actions of the Federal Reserve
49:35 • 10min
7
The Changing Macro Backdrop and its Impact on the Market
59:14 • 6min