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Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco

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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

  continue reading

433 episodes

Artwork
iconShare
 
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

  continue reading

433 episodes

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