The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Inhalt bereitgestellt von Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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The Transcript Podcast Episode 78
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Inhalt bereitgestellt von Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle.
Show Notes
[00:00:00] Introduction
[00:00:15] The Fed’s Hard Time with Inflation
[00:02:46] Inflation Is a Choice
[00:06:54] Recession Risks
[00:10:36] When will Real Rates be Positive?
[00:12:47] Declining Consumer Deposits
[00:15:50] The Energy Crisis & The Commodity Super Cycle
[00:22:54] Conclusion
112 Episoden
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Last successful fetch was on September 28, 2024 19:36 (
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Manage episode 344488045 series 3276605
Inhalt bereitgestellt von Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle.
Show Notes
[00:00:00] Introduction
[00:00:15] The Fed’s Hard Time with Inflation
[00:02:46] Inflation Is a Choice
[00:06:54] Recession Risks
[00:10:36] When will Real Rates be Positive?
[00:12:47] Declining Consumer Deposits
[00:15:50] The Energy Crisis & The Commodity Super Cycle
[00:22:54] Conclusion
112 Episoden
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Ähnelt The Transcript
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Each weekday, Marketplace’s Kimberly Adams makes today make sense along with her Marketplace colleagues, breaking down happenings in tech, the economy, and culture. Because none of us is as smart as all of us.
…
continue reading
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 ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
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