The Economic Risk No One Is Paying Attention To: Reacceleration | Danny Dayan

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Timestamps:
00:00 Introduction
00:29 Recession Is An Overrated Risk
04:33 The Right-Tail Risk: Reaccelerating Inflation
16:18 Will Stocks Continue to Outperform Bonds If Inflation Reaccelerates?
21:25 VanEck Ad
22:13 What Is The Neutral Rate Of Interest?
29:22 Why Are Financial Conditions So Loose?
44:59 "If Economy Stays Hot, I Think There Will Be Zero Rate Cuts This Year"
47:22 Demographics Is Wildly Misunderstood
01:01:20 China
01:04:39 Duration Bubble of 2020 & 2021 Means Losses From Higher Rates Are Borne Not By Borrowers But By Lenders
01:06:19 Danny's Bull Case For The Dollar

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.