#Nouriel #Roubini #Yoni #Assia #discuss #challenges #opportunities #follow
World famous economist Nouriel Roubini is perhaps best known for his often laser-sharp predictions on the economy, including correctly predicting the 2008 financial crisis. In fact, he not only predicted a U.S. recession by the end of 2022 but he also forecast long-term high inflation, saying those claiming the downturn will be mild are “delusional.” Perhaps that is why he is affectionately known as “Dr Doom” in financial circles?
As investors, we all know the importance of data, but sentiment too plays a crucial role in the markets, with that in mind, our CEO and founder Yoni Assia sat down with Roubini with the hope of gaining some insight into the future trajectory of the economy and any other gems he cared to share with us.
Chapters
00:47 – Intro
04:10 – Roubini: On present macroeconomic challenges
10:45 – Roubini: How monetary policy to fights inflation
12:55 – Roubini: On Recent inflation & Job numbers
17:30 – Yoni: It can take four quarters to see the Fed’s effect
21:00 – Roubini: The supply and demand problem
23:13 – Roubini: 2022 in comparison to Japan’s lost stagflation decade
25:37 – Roubini: Which past crises are comparable to today?
28:56 – Yoni: The peak debt ratio effect on rising rates
31:50 – Yoni: Reacting to current crypto market
34:27 – Nouriel: Positioning your portfolio in current market
42:15 – Yoni: where eToro‘s customers see interest today
45:23 – Yoni and Roubini inflation hedge alternatives
50:30 – Yoni: Millennials learning fast what a bear market is
53:30 – Roubini: EU & UK energy problem and the FX devaluation vs. USD
57:54 – Roubini: Optimism in the long term for the world economy
01:01:58 – Roubini is long-term Bullish?
source