Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital

The Contrarian Investor Podcast

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2M ago 42:54

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Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a 'soft landing' to have increased...

This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack page.. Content Highlights

Economic indicators are pointing to increased chances of a 'soft landing'... (1:10);
The Federal Reserve (and other central banks) have 'bullets in their gun' in the form of interest rate cuts, should the need arise. Another reason for confidence (3:27);
Employment numbers are the most important datapoint to watch right now (6:41);
The Age of Finfluencers and dangers it has wrought (14:32);
Central banks have a responsibility to act in the best interests of the general public. If they stray from that responsibility, the structure that governs central banks can change (19:29);
Background on the guest (23:31);
No, real estate is not always a good investment (34:11);
AI discussion (37:41).