Don't Miss These Signs: Are The Roaring 20s Coming Back? (UBS's Jason Draho Explains)

[@HectorYague]

Very articulate guest, thank you. The part I struggle with from his thesis is: he expects sustained 6% nominal growth and 6% deficit spending for the rest of the decade, yet he expects inflation to drop back down to the 2-handle. For that type of scenario to materialize, you'd need a Wakanda-style productivity boost. So, either AI becomes the 21st century's hallmark revolution (think steam engine or electricity level of advancement), or it will be absolutely impossible to reach that type of growth and deficit spending without inflation (and the long end of the curve) creeping back up.

[@ggttuuxx]

A thoughtful guest. Good show, Meb.

[@lancesandberg3921]

Zacks says that only a few times have the major large cap stocks gone down, when the S&P went up. In all 3 of those times, things didn't go so well, next.

[@colby4580]

Jason is great. Great episode!

[@Ryan_Tinney]

Wonderful discussion.

[@amonifinau4048]

Thank you!

[@paulcaldwell9839]

excellent episode, thanks

[@bruceaulabaugh]

Very Good. Many thanks guys.

[@rof8200]

End of the day, sovereigns are no longer interested in US Treasuries

[@barfly1984]

Roaring 20's for the rich. Everyone else gets poorer

[@PaulIsTheBestest]

he doesn't understand the markets, we're about to drop 15-20% because the last expiration released a lot of delta and the market makers are gonna sell their hedges, who knows which stocks run up next?

[@ann-ie4hc]

How do most of you guys still make profit? Even with the downturn of the economy and ever increasing life standards

[@ann-ie4hc]

Please educate me. I've come across this name before. Now I am interested. How can I reach her?

[@Yheyehe]

Crypto is the best future where people makes money and generate good returns.

[@LJ9089-r8w]

~Hattie Glover was my hope during the bear summer "' last year. I did so many mistakes but also learnt so much from it , and of course from Hattie. She is my number one when it comes to crypto and TA.

[@ann-ie4hc]

Definitely grabbing this opportunity. Thank you.

[@Harry-er7gu]

Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play substantial role in growing my overall wealth, reducing my reliance on my salary

[@airbourne2]

Guest talks too fast

[@Weetorp]

Then lower speed to 0,75...