David Osman of the IRF Podcast is joined by Carl Weinberg, the Managing Director and Chief Economist at High Frequency Economics to discuss ‘Recovery from the Covid Crisis – Sizzle or Fizzle.’ High Frequency Economics has been a trusted source of economic intelligence for the financial community for over 30 years.----more----
The Fed is facing a crisis and there is no good policy option to be had. It is currently looking at extraordinarily high unemployment which it sees as a risk to social stability, financial stability and economic stability – an unaffordable burden on the economy. There is a risk of inflation to be weighed against the risk of high unemployment. Carl is not convinced there is an inflation risk and gives his reasons why. He states that inflation is the simultaneous and proportionate increase of all prices and all wages for a sustained period of time. He looks back at the last global financial crisis in 2008/09 and then recalls that going into the current economic downturn the economy was already entering an industrial recession. The question he asks of those expecting a sizzling rebound is: ‘Why should the economy not go back to what it was doing before the Covid crisis.’ Carl discusses the impact of scarring from the pandemic and closes with his thoughts on the strongest risk to the strength of the global economic rebound. This may take investors by surprise!
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast