Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
MP3•Episode home
Manage episode 423581857 series 2516750
Content provided by Nathaniel E. Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathaniel E. Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment.
This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions. Content Highlights- "Labor markets are way too hot." There will be "no landing" (1:48);
- Non-farm payrolls came out much stronger than anticipated. What this says about the labor market (4:59);
- 'Stagflation lite' (8:31);
- Our views of credit creation are outdated. The shadow banking system has replaced commercial banks as the primary source of credit. What this means (11:59);
- The Federal Reserve probably needs to cut rates. Could they? Probably not -- this year (22:21);
- What does an investor do now? First up: Stocks that are AI/Nvidia (NVDA) plays. Celestica (CLS), Flex (FLEX), Sanmina (SANM), Jabil (JBL) (27:51);
- Pharma spin-outs: Haleon (HLN), Kenvue (KVUE), Organon (OGN), Viatris (VTRS) (31:54);
- Dollar stores, especially Dollar Tree (DLTR), are poised to outperform once there is an economic slowdown (39:07);
- The bullish case for pipeline companies (46:59).
131 episodes
MP3•Episode home
Manage episode 423581857 series 2516750
Content provided by Nathaniel E. Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathaniel E. Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment.
This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions. Content Highlights- "Labor markets are way too hot." There will be "no landing" (1:48);
- Non-farm payrolls came out much stronger than anticipated. What this says about the labor market (4:59);
- 'Stagflation lite' (8:31);
- Our views of credit creation are outdated. The shadow banking system has replaced commercial banks as the primary source of credit. What this means (11:59);
- The Federal Reserve probably needs to cut rates. Could they? Probably not -- this year (22:21);
- What does an investor do now? First up: Stocks that are AI/Nvidia (NVDA) plays. Celestica (CLS), Flex (FLEX), Sanmina (SANM), Jabil (JBL) (27:51);
- Pharma spin-outs: Haleon (HLN), Kenvue (KVUE), Organon (OGN), Viatris (VTRS) (31:54);
- Dollar stores, especially Dollar Tree (DLTR), are poised to outperform once there is an economic slowdown (39:07);
- The bullish case for pipeline companies (46:59).
131 episodes
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