Interview recorded - 5th of January, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrick Zeberg for the first interview of the year! Henrik is a Macro Economist, the Founder and Publisher of the Zeberg Report.
During our conversation we spoke about Henrik's Outlook for 2024, why stock market will continue to rip until April this year, the impending recession similar to 2008, what assets will benefit during recession and stagflation afterwards and more. I hope you enjoy!
0:00 - Introduction
3:28 - Henrik's Outlook for 2024?
5:13 - The Business Cycle
8:50 - Disconnect between Economic Indicators?
12:48 - Henrik’s 2024 Timeline
15:11 - Supply Chain Shock?
18:43 - US Fiscal Capacity?
22:58 - Risk-On Assets
25:28 - What would influence Henrik to shift from bullish to bearish?
26:43 - Repeat of 2008
31:03 - Back to easy money after recession?
32:18 - Positions after top?
35:53 - One message to takeaway from conversation?
Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website.
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