Unlimited Macroeconomic Webinar July 2024
966
Published 2024-07-16
July 11 2024
#economy
0:00 Intro
1:03 Stronger for Longer – Unlimited View in Jan 2024
2:03 Shift in Economy and Growth Expectations
6:08 Consumption Measures of the U.S. Economy
9:43 Nominal Income and Nominal Spending Slowing
11:03 U.S. Stock Market Expectations
17:39 Latest Inflation Prints
22:23 Rents and Shelter Costs
24:20 Fed Expectations
28:03 Bond Supply
32:33 U.S. Dollar Global Liquidity
35:03 Global Central Banks
36:33 Japan
38:03 China
All Comments (13)
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Bob is my 'Go To' for US Macro analysis. He's good!
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World class analysis. Thanks Bob!
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Thank you, Bob! I recently added to my HFND position. I value your informed perspective!
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Thanks a lot bob
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Very deep insight!
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Great summary. Would be great if downloaden the slides would be possible.
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🙏
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Legendary
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We're definitely seeing late cycle macro signals all across the board. Equities tops tend to be within +/- 3 months of the first rate cut. Too early to sell yet but getting closer.
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What's the most common winning investment strategy for a new beginner?
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With respect to equity valuations… of course there’s always the third alternative: multiple expansion. The CAPE is already just a hair below a ridiculous 37x. With investors gulping down the AI coolaid as fast as the street is pouring, what’s there to stop it from going to 40x or 45x?
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Hey Bob. How do you see the presidential race affecting expectations of growth in the stock market? And the late cycle economic environment?