Posted by DigiNomad on 15th of Apr 2024 at 02:29 pm
These macro econ types from a pod I watched this weekend have
some good insight about where we're at and where we might be
heading (not just about Gold..that's just a clickbait headline).
One insight I thought was particularly interesting is how our
current predicament is very familiar to EM market
participants...just not so much to us DM types. Also, they
contradicted my thoughts that the Gov can't spend even more. Said
that they will very likely start sending out checks again....and
the explanation seemed plausible.
https://www.youtube.com/watch?v=RcNLaVmfxzE&t=15s
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These macro econ types from
Middle East is the excuse ju jour. Meanwhile, Chinese deflation ...
Posted by DigiNomad on 15th of Apr 2024 at 02:29 pm
These macro econ types from a pod I watched this weekend have some good insight about where we're at and where we might be heading (not just about Gold..that's just a clickbait headline). One insight I thought was particularly interesting is how our current predicament is very familiar to EM market participants...just not so much to us DM types. Also, they contradicted my thoughts that the Gov can't spend even more. Said that they will very likely start sending out checks again....and the explanation seemed plausible.
https://www.youtube.com/watch?v=RcNLaVmfxzE&t=15s