Jim Carson, a macro investor known for his expertise in stagflation and market dynamics, joins the discussion. They explore how market declines typically lead economic downturns and the pivotal role interest rates play. The conversation touches on Trump's political impact on the economy, oil and gold outlooks, and the complexities surrounding inflation. Insights into large versus small-cap stock performance and a forecast for potential market drawdowns add depth to the analysis, making it a compelling listen for investors.
