Markets Melt Up…Then What? Beware The Doom Loop | Danny Dayan скачать в хорошем качестве

Markets Melt Up…Then What? Beware The Doom Loop | Danny Dayan

Episode 142: In this episode, Rosanna speaks with Danny Dayan, global macro volatility portfolio manager, about macro, markets, and money. Danny shares his macro view on the economy and what it means for markets, We discuss contrarian investing strategies and how to navigate the DOOM LOOP. There are always opportunities! Will the Markets Melt Up Like 1999? 00:00:00 Retail Investors and Market Trends 00:04:31 Economic Outlook: Comparing January to April and Beyond 00:09:12 Impact of New Tariff Policies on the Economy 00:13:55 The Impact of Tariffs and Stagflation Concerns 00:18:41 Impact of a Weaker Dollar and Tariffs 00:23:02 The Fed's Neutral Stance and Inflation Challenges 00:27:21 Impact of Demographics on Inflation and Savings Rates 00:32:08 Housing Market Trends and Demand Dynamics 00:36:27 Entering a New Economic Era 00:40:59 Ongoing Inflation Trends and Their Impact 00:45:30 The Risks of Investing in Bonds 00:50:12 The Decline of the Dollar: Reasons and Implications 00:54:37 The Doom Loop and Dollar Stabilization Challenge 00:59:22 The Rising Importance of Commodities in the Market 01:04:08 The Open-Source Nature of Bitcoin 01:08:32 Risks and Legitimacy of Crypto Investments 01:13:03 Recession's Impact on Market Valuations 01:17:30 Sequential Improvement in the Cyclical Economy 01:22:03 Investment Opportunities in Small and Mid-Caps 01:26:18 Inflation Concerns and Fed Policy 01:31:02 The Impact of Easing Monetary Policy 01:35:12 Economic Consequences of Deficit Reduction 01:39:39 Economic Impact of Political Decisions ➡️Follow Danny on X: https://x.com/DannyDayan5 ➡️Visit Danny's Substack: https://dannydayan.substack.com/ ✨SUBSCRIBE to The RO Show Podcast Channel Now!✨    / @theroshowpodcast   For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨X ♾️   / rosannainvests   ✨X ♾️   / theroshowpod   ✨WEBSITES ♾️ https://www.rosannaprestia.com https://www.hydracapitalgroup.co https://www.hydrawealthadvisors.com ➡️LISTEN to THE RO SHOW Podcast⬅️ ✨APPLE ♾️ https://podcasts.apple.com/us/podcast... ✨SPOTIFY ♾️ https://open.spotify.com/show/3ASwIt2... THINK Different with Rosanna ©️ 2022-2023 #financialfreedom #finance #business #investing #money #wealth #RosannaPrestia #TheROShowPodcast #TheROShow #THINKDifferent #stockmarket #entrepreneur DISCLAIMER: ANY AND ALL INFORMATION (EXPRESSED OR IMPLIED) ON THE RO SHOW, BY ROSANNA PRESTIA AND/OR HER GUESTS IS FOR EDUCATIONAL, INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY. None of the opinions, suggestions or recommendations expressed or implied should be relied upon as professional advice, may not be suitable for any specific person and are not an endorsement/recommendation. Investing is risky and can result in a complete loss. Please consult with your own investment, real estate, legal, tax and/or any other professional advisers. From time to time, Rosanna Prestia and/or her guests may hold positions/interests in securities or investments. Copyright 2004-2023, ROSANNA PRESTIA ALL RIGHTS RESERVED