Jens Nordvig
PhD Economist. Founder of Exante Data and Market Reader, previously managing director at Goldman Sachs, senior investment associated at Bridgewater, and head of fixed income research and global currency strategy at Nomura Securities.
Top 5 podcasts with Jens Nordvig
Ranked by the Snipd community
47 snips
May 30, 2025 • 1h 20min
Why Initial Jobless Claims Could Blow Up the Stock Market
Jens Nordvig, Founder and CEO of Exante Data, dives into the current market climate with insightful analysis. He discusses the pivotal role of jobless claims as indicators of economic shifts that could rock the stock market. The conversation also touches on the impact of tariffs on consumer behavior and retail performance. Nordvig explores the decline in foreign tourism and its economic consequences, alongside the dollar's fluctuating status as a reserve currency. His deep dive into market trends showcases the complexities of today's financial landscape.
31 snips
Jul 25, 2025 • 57min
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
Jens Nordvig, a PhD Economist and founder of Exante Data, discusses the challenges facing the Federal Reserve amidst waning independence and inflation concerns. He highlights how shifting capital flows and trade tariffs are reshaping global investment and troubling the dollar's status. Nordvig explains the trend of de-dollarization, with central banks diversifying reserves away from the U.S. dollar and increasing gold holdings. He also analyzes how these dynamics could signal a long-term downtrend for the dollar, urging investors to reconsider their strategies in this evolving landscape.
10 snips
Jul 29, 2025 • 57min
Forward Guidance: Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
Jens Nordvig, PhD Economist and founder of Exante Data, dives into the evolving macro landscape and the pressing issues facing the Federal Reserve. He discusses how waning Fed independence is impacting inflation expectations and the U.S. dollar's declining strength. Jens highlights the 'EMification' of the U.S. economy and the ramifications of tariffs and geopolitical tensions on market behavior. He also analyzes central banks' moves towards de-dollarization and the implications for global investment strategies. Insightful and thought-provoking!
Nov 24, 2023 • 1h 10min
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Jens Nordvig, founder of Exante Data and Marketreader Inc., discusses the potential decrease in interest rates, the depreciation of the US dollar against 'risk-off' currencies, and the correlation between US interest rates, the dollar, and global growth. He also explores the unique characteristics of the US dollar and its impact on currency valuation, as well as the tactical shorting of the dollar and the long-term outlook for interest rates. The episode also touches on the upcoming Digital Asset Summit in London and the intersection of macroeconomics and crypto.
Aug 13, 2025 • 43min
Market Optimism and Trump-Putin
Jens Nordvig, Founder & CEO at Exante Data, dives into the fascinating world of foreign exchange opportunities, highlighting President Trump's strategy to intentionally weaken the dollar. Stephanie Baker, a Senior Writer at Bloomberg News, offers an intriguing preview of the upcoming Trump-Putin Summit, exploring Russia's assertive military position in Ukraine and what it means for global dynamics. Their engaging discussion sheds light on economic strategies and geopolitical tensions, making for a thought-provoking listen.
