Talking Data
Talking Data
Arbor Research & Trading
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
55 minutes Posted May 23, 2024 at 3:10 pm.
Intro
Commodities Supercycle
Goods Inflation
AI as a Deflationary Technology
Fed Minutes Review
Are Rates Restrictive?
National Debt/Neutral Rates/GDP
Does the Curve Steepen out?
Supply Chain Disruptions
Pizza Talk
More on Supply Chain Disruptions
Reshoring Effort
Trade Wars with China
What would you call the Current Environment?
Full Impact of Rate Hikes
Outro
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55:22
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Show notes
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
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