Show from 5/26/23

Hosts Jeremy Schwartz and Jeremy Siegel are joined by Samuel Rines as they discuss today's market and economy. Sam dives into why the Feds are in a grackle state between hawkish and dovish maneuvers, explaining how price over volume is sticking around due to inflation and the reluctance for consumers' to push back. They go into depth on whether the summer will flow into a recession, and the importance of Middle America's contributions to driving the economy, as well as the excitement of big tech and its effect on the current market. Jeremy and Sam also touch on their upcoming collaboration. Sam tells us a bit more about his firm Corbu and its specializations as well as his view on the global market, oil, and the bond market.

Guest:

Samuel Rines is the Managing Director of CORBU. Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research and model portfolios are widely followed by both large family offices and institutional investors. Prior to joining CORBU, Samuel was the Chief Economist and Investment Strategist at Avalon Advisors, Before joining Avalon, Samuel was the portfolio manager at Chilton Capital Management, where he launched the Chilton ESG Equity Strategy and a long/short technology portfolio. Samuel started his career as the cross-asset analyst for a small hedge fund. He is the author of the book “After Normal: Making Sense of the Global Economy”.

Follow him on Twitter: @SamuelRines