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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The Specter of Stagflation Still Looms: Ayesha Tariq
MP3•Thuis aflevering
Manage episode 418040681 series 2516750
Inhoud geleverd door Nathaniel E. Baker. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Nathaniel E. Baker of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities.
This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights:- The macro set-up and why people are talking about stagflation (1:56);
- The K-shaped economy and the damage being done (3:31);
- Fed Chair Jerome Powell claims there's no stag and no flation. Is he wrong? (It wouldn't be the first time) (8:50);
- Faced with this backdrop, what does one do as an investor? (13:03);
- China: There are still reasons to worry, even though the bleeding from the property market has abated a bit... (15:58);
- India: long term growth story. Also copper, oil, and Japan (17:11);
- The guest's favorite areas for opportunity right now: UK and India (21:07);
- A long-term concern is the fiscal situation in the US (22:00).
131 afleveringen
MP3•Thuis aflevering
Manage episode 418040681 series 2516750
Inhoud geleverd door Nathaniel E. Baker. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Nathaniel E. Baker of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities.
This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights:- The macro set-up and why people are talking about stagflation (1:56);
- The K-shaped economy and the damage being done (3:31);
- Fed Chair Jerome Powell claims there's no stag and no flation. Is he wrong? (It wouldn't be the first time) (8:50);
- Faced with this backdrop, what does one do as an investor? (13:03);
- China: There are still reasons to worry, even though the bleeding from the property market has abated a bit... (15:58);
- India: long term growth story. Also copper, oil, and Japan (17:11);
- The guest's favorite areas for opportunity right now: UK and India (21:07);
- A long-term concern is the fiscal situation in the US (22:00).
131 afleveringen
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