Making Sense of the Global Economy

Published on
July 11th, 2019
Duration
43 minutes


Making Sense of the Global Economy

The Exchange ·
Featuring Vincent Catalano, Donald Rissmiller and Diana Choyleva

Published on: July 11th, 2019 • Duration: 43 minutes

What are the key factors for investors to watch when it comes to the global economy? Vincent Catalano, CFA, chief investment officer at Redmount Capital Partners, discusses with Donald Rissmiller, chief economist at Strategas Research, and Diana Choyleva, chief economist at Enodo Economics. The three delve into China's big transition, trade tensions, and the perhaps precarious position of the Federal Reserve. Filmed on June 11, 2019 in New York.

Comments

Transcript

  • EK
    Edward K.
    24 December 2019 @ 16:53
    China will follow the path of Japan? Concur - real possibility. Consider that China has not had a recession in how long? Thus far - never. United States had multiple depressions during its development. Profligate credit expansion and aging demographics will likely catch up but division of 2 spheres of influence or hastag #CWII already underway. My opinion but China does not care if foreign investors lose money only their own domestic agenda matters.
  • CG
    Christine G.
    28 August 2019 @ 14:38
    Thoughtful discussion. An added bonus was mentioning two major issues that are almost never mentioned on RV - income inequality as an unintended consequence of policy and a major problem, and dealing with environmental degradation and rubbish (also unintended consequences of policy). They did not offer any solutions but even a recognition of this issues is welcome.
  • WS
    William S.
    12 July 2019 @ 02:46
    Strategas looks incredibly bored
    • AJ
      Andy J.
      15 July 2019 @ 19:37
      Ha! Thought the same. Need a looser format with a few glasses of scotch, perhaps.
  • DS
    David S.
    11 July 2019 @ 22:09
    Excellent discussion. I watched video twice as it is more subtle in presentation as one would expect from economist. Nevertheless, it fit into my current macro thinking. Thanks. DLS