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cover of episode Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy

Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy

2017/6/9
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Shownotes Transcript

If you want to predict the path of the global economy, you best have a pulse on the US consumer. At 70% of the US economy, consumer spending is in the economic driver seat. We speak to Stephanie Pomboy, economist and founder of MacroMavens, someone that has consistently got it right in predicting US consumer trends and has the inside track on where the US consumer is headed next. In ‘Things I Got Wrong’, we speak with Jerry Haworth, CEO of 36 South Capital Advisors, about what he got wrong shorting the Nasdaq in 1998.

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