Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco

Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Timestamps:
0:00 - Intro
3:15 - Commodities Supercycle
6:56 - Goods Inflation
8:47 - AI as a Deflationary Technology
13:10 - Fed Minutes Review
14:58 - Are Rates Restrictive?
18:39 - National Debt/Neutral Rates/GDP
26:37 - Does the Curve Steepen out?
28:36 - Supply Chain Disruptions
32:13 - Pizza Talk
33:54 - More on Supply Chain Disruptions
37:47 - Reshoring Effort
40:33 - Trade Wars with China
43:45 - What would you call the Current Environment?
47:07 - Full Impact of Rate Hikes
49:05 - Outro

[@marcfd3756]

Great job on this episode. Jim and Cameron are two of the best.

[@bitministry]

Jum; Bob and Cameron.. my favorite

[@Triton777]

Jim and Cameron would make a great couple, an intellectual powerhouse! They should consider another fishing trip

[@livio4725]

I kind of interpret many post on here as acknowledging that we're reaching a market peak, in general, which is a well-supported thesis, and so if you've been sitting back chill while the gains roll in because bull market, well, time for traders to stay sharp, many are expecting volatility, probably a sharp downturn, smart traders should check their risk management is in shape, time to pay attention. The timing of his post vs what I know about the market supports that well enough. But yeah, the post could mean anything.....managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@livio4725]

She often interacts on Telegrams, using the user-name...

[@Marcelinahelena-rt8ml]

Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!

[@zedzedeur]

The internet is filled with so many useful information about Francine Duguay crypto….

[@RobertIOliver]

This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.

[@YouLeiblerMark]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

[@garyportugal8035]

great point- whether it's one year or in 15 years, the spending eventually stops. Also agree with the guests that conditions do not warrant cuts yet.

[@justinwiedeman5017]

Excellent discussion. Domestic freight environment is going to be inflationary. Yes just a facet. Goods will be inflationary. Many bankruptcies in Freight. Cheers!

[@georgetoth6768]

Great STUFF TY

[@petergozinya6122]

Cameron is a total smoke show who deserves more than 25% of the screen. 👙 👀

[@Triton777]

🤣 Yeah she might as well be full screen, audio is enough on the gents

[@justinwiedeman5017]

As you pointed out, Treasury goong short term. 7 year sale next week will be interesting. Certainly its all set to be bought right? How long can the banks do that? Jamie is worried.

[@ssuwandi3240]

No buyers, 10 year yield is steepening

[@miguelleiva897]

At the end of 2022, I tweeted are we going to have to learn to live in a world of 3,4% inflation and I got laughed at well here we are.