GM48: Resilient Growth BUT Economic Downturn Ahead ft. Chen Zhao
发布时间 2023-08-30 00:00:00 来源
摘要
Chen Zhao, co-founder and Chief Global Strategist at Alpine Macro joins us today to outline why growth has been resilient in 2023 but why he sees deflation and an economic downturn as a rising risk as we move into in 2024. We hear why the best global macro trades are the hardest to hold and why he believes long fixed income is the best trade at the moment. We discuss the long term outlook for growth and inflation in the major economies and hear why Chen is dismissive of the idea that deglobalisation and the greening of the global economy may be inflationary forces going forward. We also discuss investment opportunities in Japan and emerging markets and hear why Chen is concerned about the macro outlook in China but sees value in the local stock market. -----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Chen on LinkedIn.Episode TimeStamps: 02:13 - Who is Chen Zhao?06:19 - Why has the economy been so resilient?11:20 - The typical electoral cycle?16:44 - The outlook for inflation19:27 - Concerns about stagflation - valid or not?26:07 - Rates going back to zero?28:48 - Achieving high sustained investment growth31:01 - The effect of moving towards climate friendly production32:57 - China - a deflationary force38:38 - Bond yields - any surprises?39:29 - Concerns about the U.S. debt dynamics?42:07 -...
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