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| Name | Why the Economy is More Vulnerable to Recession than Ever | Global Macro 64 |
| Video Uploader | Video From Top Traders Unplugged |
| Upload Date | This Video Uploaded At 06-07-2024 18:02:24 |
| Video Discription | Alan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market and what the Sahm Rule reveals about the economy's current condition. They discuss the conflicting signals in today’s macroeconomic data and hear why Claudia believes the economy is more vulnerable to recession now than in recent years. They also discuss the decline in inflation over the past year, evaluating whether it was influenced by monetary policy and its implications for future policy decisions. Finally, they examine the shift towards more active fiscal and industrial policies and consider whether debt sustainability will become a key issue for the next US administration. #toptraders #investing #trendfollowing Episode Summary 02:22 - Introduction to Claudia Sahm 04:26 - The background behind the Sahm Rule 08:34 - Does the current data call for a recession? 12:37 - Putting the data together 18:16 - Is the unemployment rate the most reliable indicator for recession? 23:51 - What can we rely on as investors? 29:48 - What is unusual about this inflation cycle? 35:32 - The balance of the dual mandate 40:42 - The state of physical policy 45:32 - The growth picture from a long term perspective 50:32 - The positive sides of inflation 53:17 - Book recommendations and advice for other investors Full episode can be found here: https://toptradsersunplugged.com/gm64 Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/top-traders-unplugged-niels-kaastrup-larsen-engaging/id888420325?mt=2 Spotify: https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW Follow us on social media: TWITTER: https://twitter.com/TopTradersLive (@TopTradersLive) FACEBOOK: https://www.facebook.com/toptradersunplugged INSTAGRAM: https://www.instagram.com/toptradersunplugged SOUNDCLOUD: https://soundcloud.com/toptradersunplugged-com Follow Claudia on Twitter: https://x.com/claudia_sahm hu9V3MwaQSk |
| Category | People & Blogs |
| Tags | top traders | top traders unplugged | Alan Dunne Podcast | Claudia Sahm Interview | New Century Advisors | Sahm Rule | Macroeconomic Outlook | US Labour Market | Recession Indicators | Inflation Trends | Monetary Policy Impact | Active Fiscal Policies | Industrial Policies | Debt Sustainability | Investment Advice | Unemployment Rate Recession Indicator | Data Interpretation | Dual Mandate | Long Term Economic Growth | Book Recommendations for Investors | US Administration Policies |
