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İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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TIP615: Current Market Conditions w/ Richard Duncan

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Manage episode 406493539 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

On today’s episode, Clay is joined by Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more.

Richard Duncan is the author of The Money Revolution: How To Finance The Next American Century.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.

Since 2013, Richard has published Macro Watch, a video newsletter that analyzes the forces driving the economy and the financial markets in the 21st Century.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - How our modern-day economy is structured with the US dropping the gold standard in 1971.

10:29 - Why our economy requires perpetual credit expansion.

17:46 - How the credit environment has developed since 2020.

26:11 - What a recession is and what the implications of a recession are.

29:47 - Why Richard foresees a recession in 2024.

31:55 - The primary drivers of credit growth.

43:26 - Why we’ll likely see interest rate cuts in 2024.

53:03 - The drawbacks of our modern-day economy.

60:00 - Indicators that investors need to monitor in today’s economy.

64:03 - Where the US is at in the AI race.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

Support our free podcast by supporting our sponsors:

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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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895 bölüm

Artwork
iconPaylaş
 
Manage episode 406493539 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

On today’s episode, Clay is joined by Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more.

Richard Duncan is the author of The Money Revolution: How To Finance The Next American Century.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.

Since 2013, Richard has published Macro Watch, a video newsletter that analyzes the forces driving the economy and the financial markets in the 21st Century.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - How our modern-day economy is structured with the US dropping the gold standard in 1971.

10:29 - Why our economy requires perpetual credit expansion.

17:46 - How the credit environment has developed since 2020.

26:11 - What a recession is and what the implications of a recession are.

29:47 - Why Richard foresees a recession in 2024.

31:55 - The primary drivers of credit growth.

43:26 - Why we’ll likely see interest rate cuts in 2024.

53:03 - The drawbacks of our modern-day economy.

60:00 - Indicators that investors need to monitor in today’s economy.

64:03 - Where the US is at in the AI race.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

895 bölüm

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