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There Will Be No Recession | Jonny Mathews

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Manage episode 438375652 series 3300108
Contenuto fornito da Blockworks. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Blockworks o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We also discuss the market opportunities he’s seeing, hitting home run trades, and much more.

__

Follow Jonny Mathews on Twitter https://x.com/super_macro

Subscribe to Super Macro at https://super-macro.com/

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:45) Are We Headed For A Recession?

(03:09) Income Growth Is Driving Consumption

(05:45) Household Savings

(07:44) Unemployment Will Moderate

(15:40) Credit Markets

(19:48) Permissionless Ad

(20:48) Job Market Revisions

(23:47) Opportunities In Fixed Income

(27:32) Trading Interest Rates

(30:53) Will Inflation Continue To Fall?

(35:42) Labor Market Data

(39:31) Opportunities In The UK

(50:30) Home Run Trades

(52:55) The Gold Market

(55:33) China Outlook

(01:01:24) S&P 500 Earnings

(01:05:29) AI & Productivity

(01:09:29) Super Macro Note

(01:12:05) Jonny's Trading Experience

(01:18:13) Stocks Over Bonds

(01:20:27) Cumulative Personal Savings

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

  continue reading

433 episodi

Artwork
iconCondividi
 
Manage episode 438375652 series 3300108
Contenuto fornito da Blockworks. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Blockworks o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We also discuss the market opportunities he’s seeing, hitting home run trades, and much more.

__

Follow Jonny Mathews on Twitter https://x.com/super_macro

Subscribe to Super Macro at https://super-macro.com/

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:45) Are We Headed For A Recession?

(03:09) Income Growth Is Driving Consumption

(05:45) Household Savings

(07:44) Unemployment Will Moderate

(15:40) Credit Markets

(19:48) Permissionless Ad

(20:48) Job Market Revisions

(23:47) Opportunities In Fixed Income

(27:32) Trading Interest Rates

(30:53) Will Inflation Continue To Fall?

(35:42) Labor Market Data

(39:31) Opportunities In The UK

(50:30) Home Run Trades

(52:55) The Gold Market

(55:33) China Outlook

(01:01:24) S&P 500 Earnings

(01:05:29) AI & Productivity

(01:09:29) Super Macro Note

(01:12:05) Jonny's Trading Experience

(01:18:13) Stocks Over Bonds

(01:20:27) Cumulative Personal Savings

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

  continue reading

433 episodi

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