Tune in for another exciting edition of the Macrocast! This week, Ylan, John, and Brendan dissect how geopolitical chess moves—like Russia’s recent maneuvers and the Houthi conflicts—pose a threat to economic stability. The discussion includes commentary on stagflation and the Fed’s delicate interest rate tightrope walk, considering how these decisions could affect the approaching 2024 election cycle. Through this lens, Ylan, John, and Brendan analyze the fiscal philosophies of emergent Republican leaders like Haley and DeSantis, compared to frontrunner Trump. They also turn their lens to Europe, analyzing ECB President Lagarde’s hints at potential rate cuts and the broader implications for global monetary policy.
They cap things off with a peek into the insights shared at Davos, where AI’s encroachment into the C-suite heralds a transformative era for knowledge work. Listen in for all this and more!