Macro Mondays Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
8 snips
Apr 7, 2024 Former CO-CIO of Bridgewater, Bob Elliot, discusses the fake business cycle signals, inflation assets in Q2, and overbought commodities. Topics include cyclical upswing, geopolitical situation, and portfolio news. Insightful analysis on economic trends, manufacturing recovery, and navigating commodities amidst geopolitical tensions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analysis of Cyclical Economic Trends and Manufacturing Recovery
01:33 • 3min
Navigating Current Trends in Commodities and Geopolitical Tensions
04:28 • 24min
Uncertainty in China and Japan's Long-standing Easy Monetary Policy
28:01 • 6min
Escalating Conflict in the Middle East and Its Impact on Asset Allocation
33:32 • 4min
Discussion on Norwegian Money Markets and Korea Trade Analysis
37:10 • 2min