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Podcast: Nucleus Investment Insights
Episode: 6.26 Grant Williams: The Big Macro Divides & Dedollarisation | Nucleus Investment Insights
Description: Grant Williams is a titan of the financial podcasting world, interviewing the biggest names in the industry and examining the core macro arguments dominating discussions.
We take the opportunity this week to quiz Grant and see where he sits on some of the biggest macro themes.
Agenda:
Is there a recession or soft landing?
Bonds say recession by the 4th quarter, equities say earnings growth will be back to 10% by Q4. Can both be right?
If recession, can inflation stay high or will it at least disappear in the short term?
Is inflation...