US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.

The Contrarian Investor Podcast

内容由Nathaniel E. Baker提供。所有播客内容（包括剧集、图形和播客描述）均由 Nathaniel E. Baker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

7M ago 45:03

MP3•单集首页

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the podcast to discuss his "surprisingly optimistic" outlook for the US economy in 2024.

This podcast episode was recorded Jan. 30, 2024, and was made available to premium subscribers that same day. Become a premium subscriber through our Substack or Supercast pages. Content Highlights

The outlook for the economy is surprisingly optimistic given the set-up going in to last year (1:30);
The Federal Reserve is unlikely to cut interest rates for some time (2:39);
Can stocks continue to advance without rate cuts? The outlook for small caps and mid-caps... (6:35);
The outlook for bonds: surprisingly constructive even if there aren't rate cuts right away (10:05);
How the economy is breaking down geographically in the US... (17:01);
Commercial real estate is 'the canary in the coal mine' but nowhere near as pervasive as subprime residential pre-2008... (24:36);
The guest's take on the impact of this year's US presidential election (28:15);
Top concerns start with deficit spending... (33:23);
An economist's take on the AI revolution (39:28).