Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter".
*This video was recorded on December 2, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Economic View: https://www.economy.com/economicview/
Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:35 - Fed’s next move
3:00 - Recession in 2025?
4:10 - Earnings outlook
4:40 - Asset prices getting overvalued
7:00 - Tax cuts and stocks
9:40 - 100% tariffs on BRICS countries?
13:00 - Markets are “increasingly off kilter”
15:00 - Stocks vs. bond yields
17:00 - Long-term equities returns
18:30 - Valuations are “out of whack”
19:40 - Policies that can trigger correction
21:30 - Real wages rising
22:30 - Credit card spending
24:00 - Quits rate
25:17 - Scott Bessent’s 3-3-3 policy
28:00 - Tariffs and deficit
29:33 - Housing market
31:30 - How to avoid the next financial crisis
