Go offline with the Player FM app!
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Manage episode 419842419 series 3261719
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
453 episodes
Manage episode 419842419 series 3261719
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
453 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.