🎤 New podcast with UBS' Jason Draho on the possibility of another Roaring '20s for the US https://lnkd.in/gzFz3U6w We covered: -- The resilience of the US economy -- Macro regime change -- 4 megatrends he's focused on: capex boom, green energy transition, AI, and security & deglobalization 💬 Some key quotes from Jason: 🔹"I think ... a lot of investors have been dragged, not kicking and screaming, but in disbelief that the economy has done as well as it has." 🔹 "there's been essentially a positive aggregate demand shock to the economy, massive stimulus. And we can debate ... whether that's good or not, but what it did do is take us out of an environment for basically a decade post-financial crisis in '08 where it was just lower for a longer regime." 🔹 "...bonds aren't a negative asset class, but they're just not the ideal asset class that they were for so long. So, I think that means you need to think about other things to add to your portfolio." 🔹 "...to me this deglobalization idea sounds like a catchy buzzword. I think in practical matters, I'm much more skeptical that we're really going to somehow retrench after 40 years of moving in that direction." Thanks to our sponsor Farmland LP
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In the Strategy Snapshot this week, Daniel Cassidy and I ‘connects the dots’ to make sense of recent market performance, this in the wake of last week’s inflation data, along with the outcome of the June FOMC meeting. We also consider emerging geopolitical risks, and upcoming macro factors. Finally, we review out current investment recommendations. Listen to the podcast for all the details. #shareubs https://lnkd.in/eQ56ciir
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Another strong week in the market – and a great start to the year – gives us a little room to look further out into the future. And there is one $34 trillion long-term problem that causes us heartburn: the national debt. In this edition of the Weekly Insight Memo and Weekly Insight Podcast, we dive deeper into this issue and what it means for our future.
The Weekly Insight: It's Time for a Tough Conversation - Insight Wealth Group
https://insightwealthgroup.com
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"In Frontier Markets, a significant portion of our returns is driven by credit risk and event risk." Listen to my colleague Maciej Woznica in a good conversation with Scott Phillips on Moody's latest EM Decoded podcast, where they discuss insights on the Frontier Markets fixed income space. Maciej also reflects on - in the strategy run by him and Lars Krabbe - their focus on the Social aspects for their frontier markets. More particulary, they look at #genderequality in their markets, as a key KPI, and are committed to always have more women in parliament in their portfolio vs. their index. Coeli Frontier Debt Coeli #frontiermarkets #frontierdebt #social #sustainableinvesting #womeninparliament #Morningstar5starfund #marketingcommunications
"Moody's Talks" Podcasts / Emerging Markets Decoded
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Director - Head of Automated Channels & Business Strategy, FX & Capital Markets (Private Bank)
In this week's podcast, my colleagues Dorothée Deck and Julien Lafargue share some fascinating insights into the potential road ahead for equity markets over the next 12 months. Julien also discusses the health of the manufacturing sector and upcoming inflation data from the major regions. Follow the link below to listen. #BarclaysPrivateBank #BarclaysMarketWeekly
Markets Weekly podcast | Barclays Private Bank
privatebank.barclays.com
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In this week's podcast, my colleagues Dorothée Deck and Julien Lafargue share some fascinating insights into the potential road ahead for equity markets over the next 12 months. Julien also discusses the health of the manufacturing sector and upcoming inflation data from the major regions. Follow the link below to listen. #BarclaysPrivateBank #BarclaysMarketWeekly
Markets Weekly podcast | Barclays Private Bank
privatebank.barclays.com
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In this week's podcast, my colleagues Dorothée Deck and Julien Lafargue share some fascinating insights into the potential road ahead for equity markets over the next 12 months. Julien also discusses the health of the manufacturing sector and upcoming inflation data from the major regions. Follow the link below to listen. #BarclaysPrivateBank #BarclaysMarketWeekly
Markets Weekly podcast | Barclays Private Bank
privatebank.barclays.com
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Director, Barclays Private Bank | Citywire 30U30 | Gold Powerwomen Future Leader 2023 | WealthBriefing European Rising Star 2021 | Trustee
In this week's podcast, my colleagues Dorothée Deck and Julien Lafargue share some fascinating insights into the potential road ahead for equity markets over the next 12 months. Julien also discusses the health of the manufacturing sector and upcoming inflation data from the major regions. Follow the link below to listen. #BarclaysPrivateBank #BarclaysMarketWeekly
Markets Weekly podcast | Barclays Private Bank
privatebank.barclays.com
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In this week's podcast, my colleagues Dorothée Deck and Julien Lafargue share some fascinating insights into the potential road ahead for equity markets over the next 12 months. Julien also discusses the health of the manufacturing sector and upcoming inflation data from the major regions. Follow the link below to listen. #BarclaysPrivateBank #BarclaysMarketWeekly
Markets Weekly podcast | Barclays Private Bank
privatebank.barclays.com
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In this week's podcast, my colleagues Dorothée Deck and Julien Lafargue share some fascinating insights into the potential road ahead for equity markets over the next 12 months. Julien also discusses the health of the manufacturing sector and upcoming inflation data from the major regions. Follow the link below to listen. #BarclaysPrivateBank #BarclaysMarketWeekly
Markets Weekly podcast | Barclays Private Bank
privatebank.barclays.com
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📈 BFM 89.9 - The Business Station asks Tony Nash: What does this then mean for Asian equity markets? Because there were the expectations that as the Fed unwinds and becomes more doveish, there would be fund inflow into emerging markets. 📻👂 Listen to this podcast here: https://lnkd.in/g_UKnNvW
📈 @bfmmedia asks Tony Nash: What does this then mean for Asian equity markets? Because there were the expectations that as the Fed unwinds and becomes more doveish, there would be fund inflow into emerging markets. 📻👂 Listen to this podcast here: https://completeintel.com/fed-remains-a-hawk/
https://completeintel.com
Institutional Investment Advisor | Award-Winning Author of Investing in U.S. Financial History
1moThis is a paper I wrote about three years ago, so it is a bit dated, but the observations related to the dynamics of the Roaring 20s have not changed. The economics of the 1920s generally do not seem similar to the economics now. If anything, I think the 1960s and 1970s are now the best comparable, but this was not clear at the time I wrote the paper. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3838380