Rising Tides, 13.09.2024. Blinded by Optimism: Probability of US Recession.
Update: 2024-09-18
Description
Aquarium Investments presents a podcast with Paul Melamed and Cormac Bourke about financial markets and global economic trends.
0:00 Disclamer.
0:32 Acquaintance.
07:01 Markets, economic slowdown, recession, house prices, currencies, FED.
11:56 What is steepener?
16:02 Labor market.
19:37 Types of markets, US Elections.
26:30 DXY, S&P500, EUR/USD, Real Estate, USD/JPY, XAU/USD And Real Rates.
49:15 About AI Technologies, NVDA, Chat GPT, Tech stocks, Chips, Intel, Power of China.
1:30:36 Acknowledgements and conclusion.
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