A Global Economy Beset by Discrepancies, With Joseph Politano

The Contrarian Investor Podcast

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1+ y ago 45:30

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Joseph Politano of Apricitas Economics joins the podcast to discuss his views on the various discrepancies in the global economy -- and how the whole thing may play out.

Content Highlights

US home prices could be due for more declines, based on how housing starts and interest rates have been trending (2:15);
How much of the strength of the labor market is due to interest rate hikes not having taken full effect yet? (4:09);
Expecting a 'mild recession' may be as naive as anticipating a 'soft landing' (8:44);
Traditional leading indicators are out of synch, with manufacturing employment dropping precipitously but the services sector going from strength to strength (13:30);
The Fed may have already overdone it with interest rate hikes (14:57);
The 'best case' scenario may be akin to what happened in 1995-96 (18:15);
Background on the guest (22:23);
What to (possibly) expect from Fed policy the rest of 2023 (27:29);
Watch Japan's monetary policy as well (34:17);
What about cryptocurrencies as a systemic risk? (39:08);