Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors.
Links
Twitter: https://twitter.com/jnordvig
Substack: https://moneyinsideout.exantedata.com/
Market Reader: https://marketreader.com/
Exante Data: https://www.exantedata.com/
0:00 Intro
0:55 Macro picture
1:57 A turning point in inflation
4:10 Evidence of an inflection point
7:35 Market
8:30 Don’t see evidence of a dramatic tip in the economy
10:00 Housing not crashing
12:40 A brief history of dollar hatred
19:00 Impact of weakening dollar on investments
20:25 Artificial Intelligence and building Market Reader
24:33 Started Market Reader pre ChatGPT
26:55 AI and the macro outlook
28:48 Two trends that are worrisome
31:40 Will Fed policy have to consider AI?
33:43 No cuts any time soon
35:13 Positives of AI for a researcher
37:50 Impact of AI on certain finance jobs
42:00 Founding a startup
45:00 Market Reader examples
48:49 How Market Reader has helped Jens' productivity
51:20 Study
52:52 Parting thoughts
#097 Peter Borish: My Concern Is More Than A Recession
#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous
#095 Carol Roth: You Will Own Nothing
#094 Todd Gordon: Why We're Not Headed Toward Recession
#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
#086 The Acid Capitalist Hugh Hendry On The Economy: 'I'm Fearful'
#085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
#084 Michael Green On Passive Investing Creating Distortions In The Market Right Now
#083 Nassim Taleb And Scott Patterson On Black Swans And Chaos Kings
#082 David Hunter On Melt Up In Stocks, Global Bust, And Gold $20,000 Forecast
#081 Professor Steve Hanke Sees Decline In Inflation, Recession On The Way
#080 Nick Glinsman: Investors Beware China
#079 Brent Johnson, Creator Of ‘The Dollar Milkshake Theory,’ Explains Why We’re Heading Toward A Sovereign Debt And Currency Crisis
#078 Guy Spier On How Lunch With Warren Buffett Changed His Life
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