Interview recorded - 27th of November, 2023On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners.During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond markets, the Japanese bond market and more. I hope you enjoy!0:00 - Introduction0:57 - What is Nick currently seeing in the US markets/economy? 15:35 - Economy will be strong for the next year19:45 - Can the consumer really continue to be strong?24:15 - Risk of a regular recession?34:35 - Worlds biggest carry trade is the Japanese government39:40 - Onshoring & AI booms one-off’s improving economic growth41:45 - One message to takeaway from our conversation?Nick Glinsman - Research Website - https://d5d0c2-2.myshopify.com/Twitter - https://twitter.com/nglinsmanLinkedIn - https://www.linkedin.com/in/nick-glinsman-75b53/?originalSubdomain=ukWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
