Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors.

Links

Twitter: https://twitter.com/jnordvig

Substack: https://moneyinsideout.exantedata.com/

Market Reader: https://marketreader.com/

Exante Data: https://www.exantedata.com/

0:00 Intro

0:55 Macro picture

1:57 A turning point in inflation

4:10 Evidence of an inflection point

7:35 Market

8:30 Don’t see evidence of a dramatic tip in the economy

10:00 Housing not crashing

12:40 A brief history of dollar hatred

19:00 Impact of weakening dollar on investments

20:25 Artificial Intelligence and building Market Reader

24:33 Started Market Reader pre ChatGPT

26:55 AI and the macro outlook

28:48 Two trends that are worrisome

31:40 Will Fed policy have to consider AI?

33:43 No cuts any time soon

35:13 Positives of AI for a researcher

37:50 Impact of AI on certain finance jobs

42:00 Founding a startup

45:00 Market Reader examples

48:49 How Market Reader has helped Jens' productivity

51:20 Study

52:52 Parting thoughts