Jacob and Rob take a step back and question some of their previous optimism about U.S. growth and the Chinese re-opening. They discuss the role of China in the global economy and wrestle with what China’s data does or doesn’t tell us about prospects for international growth and the potential impact on emerging markets and the dollar. From there, they turn to surprisingly high inflation figures in Europe before closing with extended thoughts on Brazil and Indonesia – and why they might fit the profile of countries capable of thriving in a volatile and uncertain macro environment.

Timestamps:

(0:00) - Intro

2:30 – U.S. Macro

7:50 – China Macro

22:06 – Inflation in Europe

27:30 – Brazil and Indonesia

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Referenced In The Show:

Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

Thriving In a Volatile Macro Environment

The Jacob Shapiro Podcast