Interview recorded - 27th of November, 2023
On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners.
During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond markets,
the Japanese bond market and more. I hope you enjoy!
0:00 - Introduction
0:57 - What is Nick currently seeing in the US markets/economy?
15:35 - Economy will be strong for the next year
19:45 - Can the consumer really continue to be strong?
24:15 - Risk of a regular recession?
34:35 - Worlds biggest carry trade is the Japanese government
39:40 - Onshoring & AI booms one-off’s improving economic growth
41:45 - One message to takeaway from our conversation?
Nick Glinsman -
Research Website - https://d5d0c2-2.myshopify.com/
Twitter - https://twitter.com/nglinsman
LinkedIn - https://www.linkedin.com/in/nick-glinsman-75b53/?originalSubdomain=uk
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas