Interview recorded - 17th of January, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is a Macro Economist, Founder and Publisher of the Zeberg Report.

During this conversation we spoke about the surprised resilience of the economy, why Henrik sees a recession on the horizon, whether it could become a China-like deflation, market narratives, Crypto to diverge from NASDAQ and more. I hope you enjoy!

0:00 - Introduction
1:54 - Surprised by economic resilience?
3:38 - Trump economic boom
8:56 - FED making mistake?
13:18 - West moving towards China-like deflation?
16:41 - China pulling down Europe?
18:32 - Market view?
21:41 - Don’t believe this time is different?
24:18 - Market narrative
26:16 - Crypto to diverge from the NASDAQ?
27:13 - When would Crypto peak?
29:47 - One message to takeaway?

Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website.

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