US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.

The Contrarian Investor Podcast

Nội dung được cung cấp bởi Nathaniel E. Baker. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Nathaniel E. Baker hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

7M ago 45:03

MP3•Trang chủ episode

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the podcast to discuss his "surprisingly optimistic" outlook for the US economy in 2024.

This podcast episode was recorded Jan. 30, 2024, and was made available to premium subscribers that same day. Become a premium subscriber through our Substack or Supercast pages. Content Highlights

The outlook for the economy is surprisingly optimistic given the set-up going in to last year (1:30);
The Federal Reserve is unlikely to cut interest rates for some time (2:39);
Can stocks continue to advance without rate cuts? The outlook for small caps and mid-caps... (6:35);
The outlook for bonds: surprisingly constructive even if there aren't rate cuts right away (10:05);
How the economy is breaking down geographically in the US... (17:01);
Commercial real estate is 'the canary in the coal mine' but nowhere near as pervasive as subprime residential pre-2008... (24:36);
The guest's take on the impact of this year's US presidential election (28:15);
Top concerns start with deficit spending... (33:23);
An economist's take on the AI revolution (39:28).