Thoughtful Money with Adam Taggart Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White
Dec 26, 2023
Simon White, Macro Strategist at Bloomberg, discusses the current outlook for the global economy and financial markets. They explore the challenges posed by the uneven recovery of different sectors, analyze the possibility of returning to normalcy post-pandemic, and assess the impact of the Federal Reserve's balance sheet on the economy. They also discuss the Fed's rate decisions, the liquidity outlook for next year, and the importance of understanding technology and AI as non-financial investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
Recovery from the Pandemic: Returning to Normal or Permanent Changes?
05:47 • 7min
Impact of Fed's Balance Sheet and Duration Risk
13:11 • 27min
Speculating on the Fed's Rate Decisions and Economic Concerns
40:41 • 5min
Liquidity Outlook and Risk Assets
45:19 • 13min
The Importance of Understanding Tech and AI
58:21 • 5min