Trends with Benefits #93: Economic Updates with Milton Ezrati
07 February 2023
Listen Time 15:35 MIN
I am joined by Milton Ezrati, Chief Economist of Vested. We review the challenges that 2022 brought, including inflation and the turn in Fed policy. We explore how the current market environment connects to historical times and how asset classes like gold and real estate may provide an inflationary hedge. Additionally, Milton weighs in on U.S. relations with China and how he believes they will evolve.
Show Notes:
02:15 2022 Recap
04:22 U.S. Relations with China
05:26 Drawing Parallels to History
08:10 The Probability of Recession
09:25 Asset Classes that Provide a Hedge
10:00 Stock Market Forecast
13:14 Long-Term Trend
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