× Welcome to the Macro Voices Podcast Forum!

Post you comments and questions about specific podcasts here.

DISCUSSION THREAD: Episode 36 - Robin Griffiths

  • amkc
  • Topic Author
  • Offline
  • Junior Boarder
  • Junior Boarder
More
1 year 7 months ago #1 by amkc
For those of you who love technical analysis, be sure to check out Robin's work in the Global Investment Roadmap research piece that accompanies the episode (you can find it in the Research Library under Guest Publications).

I'm still not convinced that my generation will ride in to save the day for the developed world and maybe it's because I'm too aware of our lack of awareness for what's coming and the lack of productivity. Gosh I sound old...
The following user(s) said Thank You: Wilko

Please Log in or Create an account to join the conversation.

  • Michael Gebhart
  • Offline
  • Junior Boarder
  • Junior Boarder
More
1 year 6 months ago - 1 year 6 months ago #2 by Michael Gebhart
Replied by Michael Gebhart on topic DISCUSSION THREAD: Episode 36 - Robin Griffiths
Thank you for your great weekly podcast; look forward to them. Also enjoyed the Kyle Bass interview from Real Vision.

Wonder how it is that demographics drive growth. Thing is it isn't consumption but productivity that drives growth and people like Harry Dent say it is spending.
Could he simply mean that productivity is higher like Aaron mentions above and thus spending can occur.

Say's Law - One's supply is another's demand and vice versus, thus income is no greater than productivity.
Keynesians treat supply and demand as disembodied aggregates that never clear in terms of price and thus can only be brought into alignment through macro-adjustment of quantities.
Last edit: 1 year 6 months ago by Michael Gebhart.

Please Log in or Create an account to join the conversation.

Moderators: ErikTownsend
Time to create page: 0.162 seconds

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

Go to top