Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
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- Опубліковано 21 лип 2024
- Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Timestamps:
0:00 - Intro
3:15 - Commodities Supercycle
6:56 - Goods Inflation
8:47 - AI as a Deflationary Technology
13:10 - Fed Minutes Review
14:58 - Are Rates Restrictive?
18:39 - National Debt/Neutral Rates/GDP
26:37 - Does the Curve Steepen out?
28:36 - Supply Chain Disruptions
32:13 - Pizza Talk
33:54 - More on Supply Chain Disruptions
37:47 - Reshoring Effort
40:33 - Trade Wars with China
43:45 - What would you call the Current Environment?
47:07 - Full Impact of Rate Hikes
49:05 - Outro
Great job on this episode. Jim and Cameron are two of the best.
I kind of interpret many post on here as acknowledging that we're reaching a market peak, in general, which is a well-supported thesis, and so if you've been sitting back chill while the gains roll in because bull market, well, time for traders to stay sharp, many are expecting volatility, probably a sharp downturn, smart traders should check their risk management is in shape, time to pay attention. The timing of his post vs what I know about the market supports that well enough. But yeah, the post could mean anything.....managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
She often interacts on Telegrams, using the user-name...
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!
The internet is filled with so many useful information about Francine Duguay crypto….
This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
Jum; Bob and Cameron.. my favorite
great point- whether it's one year or in 15 years, the spending eventually stops. Also agree with the guests that conditions do not warrant cuts yet.
Jim and Cameron would make a great couple, an intellectual powerhouse! They should consider another fishing trip
Excellent discussion. Domestic freight environment is going to be inflationary.
Yes just a facet. Goods will be inflationary.
Many bankruptcies in Freight.
Cheers!
Great STUFF TY
As you pointed out, Treasury goong short term.
7 year sale next week will be interesting. Certainly its all set to be bought right?
How long can the banks do that? Jamie is worried.
No buyers, 10 year yield is steepening
Cameron is a total smoke show who deserves more than
25% of the screen.
👙 👀
🤣 Yeah she might as well be full screen, audio is enough on the gents
At the end of 2022, I tweeted are we going to have to learn to live in a world of 3,4% inflation and I got laughed at well here we are.