Скачать с ютуб Don't Miss These Signs: Are The Roaring 20s Coming Back? (UBS's Jason Draho Explains) в хорошем качестве

Don't Miss These Signs: Are The Roaring 20s Coming Back? (UBS's Jason Draho Explains)

Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736 Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee. In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI, the green energy transition and security & deglobalization. He also covers the role of bonds in the new macro regime, the impact of inflation and growth on stocks and bonds, and his take on the deglobalization narrative. To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo... (1:40) Welcome to Jason Draho (2:09) The resilience of the US economy (3:08) Misinterpreting economic signals (4:07) Household financial health post-pandemic (6:29) Positive demand shock and investment trends (14:11) US growth projections (23:26) Asset allocation strategies (39:04) Gold and real estate markets ----- Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Learn more: https://www.farmlandlp.com/ ----- Follow Meb: Twitter:   / mebfaber   LinkedIn:   / mebanefaber   Website: http://mebfaber.com/ To learn more about our products and follow us, subscribe to our mailing list: https://theideafarm.us1.list-manage.c... Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6gEEIpE... Follow The Idea Farm: Subscribe (FREE!): www.theideafarm.com Twitter:   / theideafarm   LinkedIn:   / theideafarm-co   TikTok:   / mebfabershow   Instagram:   / reels