49:17

EssentialThe Essential Conversation

Why A Slowdown In Growth Was Inevitable

Featuring Michelle Meyer and Jack Farley

Aug 23, 2021 • 49 minutes

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Essential

The Essential Conversation

Why A Slowdown In Growth Was Inevitable

Recently, there has been a lot of speculation about where the recovery is going--Michelle Meyer cuts through the noise and digs into the data.

Featuring Michelle Meyer and Jack Farley

Aug 23, 2021 • 49 minutes

Recently, there has been a lot of speculation about where the recovery is going—Michelle Meyer cuts through the noise and digs into the data. As the head of US Economics at Bank of America, she explains how her analysis of high frequency macro data combined with following economic trends helps inform her perspective on future financial conditions and economic activity. With the overall economy continuing to be impacted by COVID-19 even while rapidly adapting to it, Meyer addresses tapering, unemployment, consumer price inflation, the reflation trade, and bank lending and credit, all of which culminate into her thoughts on asset allocation and her projections about future growth. Interviewed by Jack Farley on August 12, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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