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
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market
#076 Herb Greenberg On The 'Golden Era' Of Business Journalism
#075 Mike Maloney Sees An Economic Storm ‘Far Larger Than 2008’ Coming
#074 Bob Elliott: The Regional Banking Crisis Is A Policy Problem
#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
#071 ‘The Patriot Economy’: Omeed Malik On The Rise Of A New Economy In Response To ESG
#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room'
#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead
#068 Ray Dalio On Where We Are In The Changing World Order
#067 Jeff Snider: Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario
#066 Bethany McLean On The Rise Of Legal Fraud
#065 Mark Yusko: We Are On The Precipice Of The Global Financial Crisis II
#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
#063 Jonathan Boyar On Finding Value During Uncertain Times
#062 Jim Rickards: ‘Are You Kidding Me? This Is The Biggest Bailout In History’
#061 Willem Middelkoop On SVB Collapse, The Big Reset, And The Financial Endgame
#060 Tom Lee On Why Stocks Are Already In A New Uptrend
#059 Larry McDonald: We've Permanently Come Into A New Higher Interest Rate Regime And Trillions Are Currently Misallocated
#058 'Lunatic Farmer' Joel Salatin On The Only System That Can Ultimately Feed The World
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast