Don't Miss These Signs: Are The Roaring 20s Coming Back? (UBS's Jason Draho Explains)

Рет қаралды 2,840

Күн бұрын

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Today’s guest is Jason Draho, Head of Asset Allocation Americas for UBS Global Wealth Management. He’s also the Chair of the US Investment Strategy Committee.
In today’s episode, Jason talks about the possibility of a Roaring 20’s decade for the US economy. He discusses the factors contributing to this scenario, including a possible capex boom, AI, the green energy transition and security & deglobalization. He also covers the role of bonds in the new macro regime, the impact of inflation and growth on stocks and bonds, and his take on the deglobalization narrative.
To see links or read the transcript of the episode, visit us at www.themebfabershow.com/episo...
(1:40) Welcome to Jason Draho
(2:09) The resilience of the US economy
(3:08) Misinterpreting economic signals
(4:07) Household financial health post-pandemic
(6:29) Positive demand shock and investment trends
(14:11) US growth projections
(23:26) Asset allocation strategies
(39:04) Gold and real estate markets
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Пікірлер: 25

@HectorYague 19 күн бұрын

Very articulate guest, thank you. The part I struggle with from his thesis is: he expects sustained 6% nominal growth and 6% deficit spending for the rest of the decade, yet he expects inflation to drop back down to the 2-handle. For that type of scenario to materialize, you'd need a Wakanda-style productivity boost. So, either AI becomes the 21st century's hallmark revolution (think steam engine or electricity level of advancement), or it will be absolutely impossible to reach that type of growth and deficit spending without inflation (and the long end of the curve) creeping back up.

@amonifinau4048 19 күн бұрын

Thank you!

@ryantinney 19 күн бұрын

Wonderful discussion.

@colby4580 19 күн бұрын

Jason is great. Great episode!

@paulcaldwell9839 18 күн бұрын

excellent episode, thanks

@bruceaulabaugh 19 күн бұрын

Very Good. Many thanks guys.

@rof8200 19 күн бұрын

End of the day, sovereigns are no longer interested in US Treasuries

@ann-ie4hc 19 күн бұрын

How do most of you guys still make profit? Even with the downturn of the economy and ever increasing life standards

@Morton-221 19 күн бұрын

Well, I picked the challenge to put my finances in order. Then I invested in cryptocurrency and stocks, through the assistance of my discretionary fund manager

@Morton-221 19 күн бұрын

Hattie Glover

@ann-ie4hc 19 күн бұрын

Please educate me. I've come across this name before. Now I am interested. How can I reach her?

@Additional44 19 күн бұрын

This is correct, Hattie's strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started..

@ViktoriaJohanson 19 күн бұрын

Crypto is the best future where people makes money and generate good returns.

@airbourne2 19 күн бұрын

Guest talks too fast

@Weetorp 19 күн бұрын

Then lower speed to 0,75...

@books-4-free 12 күн бұрын

he doesn't understand the markets, we're about to drop 15-20% because the last expiration released a lot of delta and the market makers are gonna sell their hedges, who knows which stocks run up next?