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Wealthion에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wealthion 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Tian Yang: Schrödinger’s Recession - U.S. Economy In A Balancing Act?

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Wealthion에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wealthion 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Wealthion’s Andrew Brill sits down with Variant Perception’s CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger’s Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed’s preemptive rate cuts were the right move and how resilient household balance sheets have helped the economy avoid a downturn. He also discusses China’s economic struggles, recent stimulus measures, and why the latest Chinese market rally may be short-lived. Are these factors enough to keep the U.S. on track for a soft landing?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4dVbptU

Chapters:

00:58 - Tian Yang’s Approach to Macro & US Economic Outlook

04:27 - Schrödinger’s Recession Explained

06:16 - Why Haven’t We Entered a Recession?

10:46 - Consumer Behaviour & The Fed’s Preemptive Rate Cuts: A Smart Move?

16:04 - Soft Landing: Are We Already There?

18:27 - Was the Fed’s Rate Cut Enough?

22:56 - Another Fed Rate Cut in November?

25:42 - Bond Market Signals and Yield Curve Inversion

28:32 - Should You Invest in Bonds Now?

33:06 - China’s Economic Struggles & Global Impact

37:20 - China’s Stimulus: Not Enough?

39:08 - Trading the Chinese Market Rally

42:08 - Gold and Commodities: Time to Invest?

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Economy #SchrodingersRecession #FedRateCuts #USEconomy #TianYang #ChinaEconomy #China #GlobalMarkets #SoftLanding #Investing #Finance #Recession #MarketTrends #EconomicOutlook #Money #Bonds #Gold

Learn more about your ad choices. Visit megaphone.fm/adchoices

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854 에피소드

Artwork
icon공유
 
Manage episode 445623445 series 2964597
Wealthion에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wealthion 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Wealthion’s Andrew Brill sits down with Variant Perception’s CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger’s Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed’s preemptive rate cuts were the right move and how resilient household balance sheets have helped the economy avoid a downturn. He also discusses China’s economic struggles, recent stimulus measures, and why the latest Chinese market rally may be short-lived. Are these factors enough to keep the U.S. on track for a soft landing?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4dVbptU

Chapters:

00:58 - Tian Yang’s Approach to Macro & US Economic Outlook

04:27 - Schrödinger’s Recession Explained

06:16 - Why Haven’t We Entered a Recession?

10:46 - Consumer Behaviour & The Fed’s Preemptive Rate Cuts: A Smart Move?

16:04 - Soft Landing: Are We Already There?

18:27 - Was the Fed’s Rate Cut Enough?

22:56 - Another Fed Rate Cut in November?

25:42 - Bond Market Signals and Yield Curve Inversion

28:32 - Should You Invest in Bonds Now?

33:06 - China’s Economic Struggles & Global Impact

37:20 - China’s Stimulus: Not Enough?

39:08 - Trading the Chinese Market Rally

42:08 - Gold and Commodities: Time to Invest?

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Economy #SchrodingersRecession #FedRateCuts #USEconomy #TianYang #ChinaEconomy #China #GlobalMarkets #SoftLanding #Investing #Finance #Recession #MarketTrends #EconomicOutlook #Money #Bonds #Gold

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

854 에피소드

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