Dylan Smith, VP and Senior Economist at Rosenberg Research, joins Wealthion’s Andrew Brill to discuss the current state of the economy, the Fed’s next moves, and whether a recession is inevitable. Dylan also delves into the normalization of the post-pandemic labor market, the divergence between old-economy and green-economy commodities, risks and opportunities in markets like U.S. Treasuries, and much more.

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Timestamps:

00:56 - Fed Strategy, Economic Outlook & Labor Market Insights

09:03 - Can We Avoid a Recession?

12:02 - Is the Fed Too Late in Cutting Rates?

17:05 - Consumer Sentiment & the Stock Market Wealth Effect

26:38 - Opportunities in Treasuries & Safe Investment Strategies

31:23 - Recession-Proof Stocks & Thoughts on the Real Estate Sector

40:24 - Nvidia Earnings, AI Hype & Dylan’s Outlook on Global Commodities

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