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Oxford Economics' Bostjancic: Reopening recovery comes with 'bumpiness'

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Manage episode 294576368 series 2712770
Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Kathy Bostjancic, chief US financial economist, says the current recovery 'is what we've been waiting for' and is a story of spending and pent-up demand tempered by a global supply shortage that is generating inflation and symbolizes the bumps in the road that should temper consumers' enthusiasm. Bostjancic notes that getting supply and demand rebalanced could take a year or more, with the meantime being when inflation and interest rates could grow into a significant problem. Also on the show, Noland Langford of Left Brain Investment Research talks reopening plays, noting that 'The truth-teller will be the earnings and what the revenues have done a quarter or two past this,' portfolio manager Nate Velarde of Chautauqua Capital Management discusses the areas where he thinks investors can develop long-term investment convictions now, and Aliza Vigderman of Security.org covers a new survey showing that more than 20 percent of Americans experience identity theft in the aftermath of a relationship breaking up.

  continue reading

1522 episode

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iconBagikan
 
Manage episode 294576368 series 2712770
Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Kathy Bostjancic, chief US financial economist, says the current recovery 'is what we've been waiting for' and is a story of spending and pent-up demand tempered by a global supply shortage that is generating inflation and symbolizes the bumps in the road that should temper consumers' enthusiasm. Bostjancic notes that getting supply and demand rebalanced could take a year or more, with the meantime being when inflation and interest rates could grow into a significant problem. Also on the show, Noland Langford of Left Brain Investment Research talks reopening plays, noting that 'The truth-teller will be the earnings and what the revenues have done a quarter or two past this,' portfolio manager Nate Velarde of Chautauqua Capital Management discusses the areas where he thinks investors can develop long-term investment convictions now, and Aliza Vigderman of Security.org covers a new survey showing that more than 20 percent of Americans experience identity theft in the aftermath of a relationship breaking up.

  continue reading

1522 episode

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