Hello everyone, and welcome back to The Pragmatic Investor.

My guest today is Amrita Roy, a fellow substack author, macro enthusiast and like-minded Pragmatist.

Today, we had a great conversation about the outlook for the US economy.

Starting with the big picture, Amrita tells us how the fiscal and monetary policies of the last ten years have led us to the predicament we find ourselves in today.

We then dive into how things could play out in terms of inflation, rates and what this means for stocks.

From the macro to the micro, we covered employment, the health of the US consumer, the recent earnings and emerging trends in tech and AI.

To wrap up, we discussed possible scenarios for 2024 and discussed ways investors can position themselves for the coming year.

I thoroughly enjoyed this conversation with Amrita, and I’m sure you will, too.

If you haven’t already, do yourself a favour and go follow her on substack, where she writes as The Pragmatic Optimist.

In just a few months, she has already amassed a great following and was recently featured on Substack Reads. 

As always, I hope you enjoy this conversation as much as I did.

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