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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