Jeff Snider: The Bleak Reality Facing Global Growth

Published on
September 1st, 2021
Duration
42 minutes

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8

Jeff Snider: The Bleak Reality Facing Global Growth

The Interview ·
Featuring Jeffrey Snider and Maggie Lake

Published on: September 1st, 2021 • Duration: 42 minutes

As the reflation trades cools down and the economic data begins to roll over, Jeff Snider, head of global research at Alhambra Investments, anticipates an ugly, near-term outcome for growth. In this conversation with financial journalist Maggie Lake, he explains how bonds and financial conditions have been signaling a return to the environment of the pre-2020 economy—low growth within a fragile monetary system—except that it is "even more materially harmed" now than it ever was before. Filmed on August 19, 2021.

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Transcript

Chapters

  1. 00:01:06
    "The Boy Who Cried Inflation" - Snider's Outlook on Growth
  2. 00:06:47
    Bond Market Signals and a Broken Monetary System
  3. 00:11:56
    Is There a Possibility of a Second Bounce in the Recovery?
  4. 00:13:57
    China's Recovery: Not Living Up to the Hype
  5. 00:17:52
    Risks to Come with Volatility and Fed Taper Talk?
  6. 00:22:08
    Is the U.S. Banking System Faced with Collateral Scarcity?
  7. 00:33:44
    Global Deflationary Pressure and Outdated Inflation Models
  8. 00:37:07
    How Should Investors Navigate This Environment?