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This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
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Follow Jeremy Schwartz on Twitter https://x.com/JeremyDSchwartz
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
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Timestamps:
(00:00) Introduction
(00:48) Jim & Jack's Assessment Of The Economy
(02:58) The Fed & Interest Rates
(03:55) Unemployment & The Sahm Rule
(06:57) Is Inflation Coming Down?
(08:33) Real Interest Rates
(11:05) What Is The Neutral Rate?
(14:21) The Pace Of The Cutting Cycle
(18:41) Election Insights
(20:55) Deficits Are The Key Issue
(23:11) Will Stocks Outperform Bonds?
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on August 22, 2024.
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Follow Angus Shillington on Twitter: https://x.com/angusshillingto
Follow VanEck on Twitter https://x.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:18) Emerging Vs Developed Market Investing
(01:19) GDP Vs Equity Performance
(06:16) Risks & Rewards In Chinese Equities
(10:14) Chinese Real Estate Market
(11:54) Most Promising Emerging Market
(18:28) How India's Market Improved
(22:57) How India Companies Fund Themselves
(24:29) India's Favorable Demographics
(30:01) Best Performing Industries In India
(33:09) India Inflation
(35:31) India's Imports & Exports
(36:50) Indian Vs Chinese Equity Valuations
(45:58) Indian Investment Goals
(49:00) Indian Vs Chinese Financial Sector
(53:54) TSMC, NVIDIA, & The Semiconductor Market
(01:10:01) Does ASML Have A Monopoly
(01:12:26) Most & Least Favorable EMs
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
