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The Economy Will Continue to be Strong with Nick Glinsman
Manage episode 386544165 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas 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.
Interview recorded - 27th of November, 2023
On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners.
During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond markets,
the Japanese bond market and more. I hope you enjoy!
0:00 - Introduction
0:57 - What is Nick currently seeing in the US markets/economy?
15:35 - Economy will be strong for the next year
19:45 - Can the consumer really continue to be strong?
24:15 - Risk of a regular recession?
34:35 - Worlds biggest carry trade is the Japanese government
39:40 - Onshoring & AI booms one-off’s improving economic growth
41:45 - One message to takeaway from our conversation?
Nick Glinsman -
Research Website - https://d5d0c2-2.myshopify.com/
Twitter - https://twitter.com/nglinsman
LinkedIn - https://www.linkedin.com/in/nick-glinsman-75b53/?originalSubdomain=uk
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
277 episodes
Share
Manage episode 386544165 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas 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.
Interview recorded - 27th of November, 2023
On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners.
During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond markets,
the Japanese bond market and more. I hope you enjoy!
0:00 - Introduction
0:57 - What is Nick currently seeing in the US markets/economy?
15:35 - Economy will be strong for the next year
19:45 - Can the consumer really continue to be strong?
24:15 - Risk of a regular recession?
34:35 - Worlds biggest carry trade is the Japanese government
39:40 - Onshoring & AI booms one-off’s improving economic growth
41:45 - One message to takeaway from our conversation?
Nick Glinsman -
Research Website - https://d5d0c2-2.myshopify.com/
Twitter - https://twitter.com/nglinsman
LinkedIn - https://www.linkedin.com/in/nick-glinsman-75b53/?originalSubdomain=uk
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
277 episodes
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Similar to WTFinance
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.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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