Exploring the Economic Jungle: From Inflation to Global Influencers

Enlightenment - A Herold & Lantern Investments Podcast

Nov 20 2023 • 30 mins

Get ready to strap on your explorers hat and journey with us into the intriguing financial landscapes of the US and China, as we discuss the current rally in markets, the impact of inflation on stocks and bonds, and how COVID has affected job growth, wages, and consumer spending. We'll be joined by our insightful guest, Mr. Keith Lante, who'll be helping us unpack the mysteries of the financial markets. We'll also be looking at China's growing influence in the global economy, their declining birth rates and immigration trends, and how these factors are shaping the labor market and wage trends.

In the next part of our adventure, we'll be navigating the fascinating terrain of the Chinese economy and its role in global inflation. We'll be discussing how China's currency devaluation and manufacturing overcapacity have influenced the prices of their exports, and how that's turning them into a powerful deflationary force in the global market. We'll also be chatting about the rising popularity of Chinese electric vehicles and their domination in the global market. Towards the end, we'll be brushing up on a variety of current affairs, from the rising oil prices due to Middle East tensions, the election of Javier Milay in Argentina, to the controversial comments by Elon Musk and their impact. We'll also be predicting that the S&P 500 might just hit a record high by the end of the year. So, why wait? Grab a seat, and let's get started on this exciting expedition!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

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