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The Intrinsic Value Podcast – The Investor’s Podcast Network

MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider

51 min • 16 maj 2023

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more!

Jeff is the host of the Eurodollar University Channel and Chief Strategist at Atlas Financial. 


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

02:06 - Jeff’s current outlook for the global economy and markets. 

05:44 - Why the 3m10yr yield curve is the most inverted it has been in 40 years and what this is telling us about the market's expectations going forward?

10:16 - Why all data is pointing to deflation driven more by unemployment not inflation risk going forward? 

21:56 - What impact does deflation have on financial markets and asset prices? 

25:03 - How the two sources of deflation transpire differently through the economy and financial markets? 

39:22 - Will the US run out of money by June? 

39:37 -What implications does raising the debt ceiling have in the US and global economy? 

45:49 - Why Jeff believes the crisis led by the banking sector isn’t over and there is more to come. 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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Connect with Rebecca: Twitter | Instagram

Email: [email protected]

Connect with Jeff: Twitter | Website 

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