WTFinance, Released on 8/4/23 (Recorded on 8/1/23)

On this episode of the WTFinance podcast I have the pleasure of speaking with Mish Shedlock – Investment Analyst and Writer of the great global economics blog called “MishTalk”. During our conversation we spoke about the political drivers of the economy, how inflation is impacting the markets, what does a FED pivot mean for assets and whether the economy is currently on the brink of an economic crisis. I hope you enjoy!

0:00 – Introduction
1:00 – What is Mish currently watching?
4:30 – Is inflation a political issue?
9:10 – Have the FED taken the correct action raising rates?
11:25 – Is inflation going to stay higher for longer?
16:20 – What does a FED pivot mean for assets?
20:28 – What data points will Mike be watching to see when markets shift?
22:45 – Is China going the way of Japan?
26:45 – Further risk of banking crises?
30:45 – What will be the competitor to the US dollar?
36:50 – One message to takeaway from our conversation?

Mike “Mish” Shedlock is a registered investment advisor and representative for Sitka Pacific Capital Management. His articles about the the economy and investing online can be found at Mish Talk.

  economy, inflation, markets, Mish Shedlock