Special Interview | Rudy Havenstein: Markets Still "Full of Dry Tinder" скачать в хорошем качестве

Special Interview | Rudy Havenstein: Markets Still "Full of Dry Tinder"

We’ve got something a little bit different for you to wrap up the week on Talking Markets. It’s a special interview with Rudy Havenstein, market commentator and author of the Havenstein Moment Substack, who challenges conventional wisdom on macro, markets, and society at large. Up for discussion: why the US is still relatively strong, inflation’s true impact, the financialization of life, Rudy’s no-holds-barred take on policymakers including Janet Yellen, and more. Recorded April 23, 2025. Follow Rudy on Substack here: https://substack.com/@rudy 🔔 Hit that subscribe button and join the conversation in the comments. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. Chapters: 00:00 - Introduction with Rudy Havenstein 01:51 - Trump, Volatility, and the New Market Chaos 04:11 - Why the U.S. Economy Is Still Stronger Than Europe 06:01 - Are We Witnessing the Start of a New Economic Regime? 07:04 - Changing the Status Quo: Painful but Necessary? 08:00 - Investors’ Unrealistic Expectations About Stocks 09:21 - Is a Recession Overdue for America? 10:17 - Why the CPI Doesn’t Reflect Real Inflation 12:31 - Tariffs, Reshoring, and the Future of U.S. Jobs 14:06 - Trump as a Symptom of America’s Deeper Problems 16:26 - Are Rising Interest Rates the New Long-Term Trend? 18:21 - Media Outrage, Political Theater, and Public Anger 20:12 - How Inflation Quietly Defaults on the Middle Class 24:21 - The Housing Crisis: Killing the American Dream 28:09 - How the Fed Fueled the Housing Bubble 30:00 - Gold, Bitcoin, and the Search for Safe Havens 33:07 - The Fed’s Mistakes: QE, ZIRP, and Asset Bubbles 36:21 - Why Inflation Hurts the Working Class the Most 40:08 - How Zero Rates Created Today's Financial Inequality #economy #marketanalysis #talkshow #marketsentiment #investing #macro #macroeconomics #podcast #talkingmarkets #maggielake #rudyhavenstein #financialization #ueconomy#macrocommentary #iflation2025