It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Manage episode 419842419 series 3261719
Content provided by Arbor Research & Trading, Arbor Research, and Amp; Trading. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arbor Research & Trading, Arbor Research, and Amp; Trading 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.
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
441 episodes
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Manage episode 419842419 series 3261719
Content provided by Arbor Research & Trading, Arbor Research, and Amp; Trading. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arbor Research & Trading, Arbor Research, and Amp; Trading 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.
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
441 episodes
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Similar to Talking Data
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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…
continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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