Peter Berezin, Chief Global Strategist and Research Director at BCA Research joins us today for a wide ranging discussion on the outlook for global economy and global capital markets. We hear why Peter has been more upbeat than the consensus on the outlook for the US economy but why he continues to believe that the outlook is for recession next year. He outlines why US stocks may continue to make gains in the near term but the outlook is much more challenging on a five-year view. We discuss his Kinked Philips Curve framework for analysing the economy and why that continues to point to declining inflation in the near term. We also discuss the outlook for China, the renminbi, the yen and global emerging markets.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Follow Peter on Twitter.

Episode TimeStamps:

02:15 - Introduction to Peter Berezin

05:35 - The current state of the U.S economy

10:14 - Where is inflation heading?

16:24 - A wrong prediction?

20:23 - How will markets be impacted by AI and new tech?

24:39 - How has the economy withstood higher rates?

27:10 - What does Peter's models show us?

31:32 - Challenges in the credit space

33:33 - The implications of high valuations

36:08 - Potential weaknesses in the system

40:45 - Looking outside of the U.S.

44:43 - The outlook for currencies

47:03 - Emerging markets and the geopolitical situation in China

49:43 - How is Asia holding up?

52:08 - Are we going to see changes in the inflation target?

56:21 - The big picture view over the next decade

58:23 - Advice for new investors

59:37 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

GM47: Is the Economy Actually Doing Better Than Expected? ft. Peter Berezin

Powered by Wave AI