Making Markets

Sam Rines: Making Sense of the Economy - [Making Markets, EP.1]


Listen Later

I'm thrilled to welcome you all to the first episode after the rebranding to Making Markets. This is a wide-ranging discussion on the economy with Samuel Rines - economist, author and managing director of Corbu LLC. We cover where we are in the economic cycle, 'excuseflation', the state of the consumer and the different sectors of the American economy.

I hope you enjoy the kick off of "Making Markets" with Sam Rines.


For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.


-----


Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.


Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.


Follow us on Twitter: @makingmkts | @ericgoldenx 


Show Notes

(00:02:00) - (First question) - What Sam believes The Fed is likely to do based off the current economic cycle

(00:05:00) - The inflationary pressure on The Fed even though tech is replacing the workforce

(00:06:40) - His explanation of price over volume

(00:09:30) - How temporary price over volume is and its impact on consumer spending 

(00:13:40) - Current consumer spending money and where it's coming from 

(00:16:15) - Ignoring the coastal markets and focus on middle America

(00:18:30) - What he thinks is slowing consumers

(00:20:00) - The revenge of the middle and its meaning for economic stability   

(00:21:15) - His view on soft landings in the market and which sectors are affected  

(00:23:30) - His take on the travel and leisure sector 

(00:25:30) - A look at the current residential and commercial real estate markets   

(00:30:00) - Red flag market areas he thinks people should be weary of 

(00:32:00) - Contagion risk caused by potential private sector collapses    

(00:34:00) - Whether he thinks The Fed missteps or not 

(00:36:15) - Global turmoil and its impact on market portfolios  

(00:39:30) - How he positions his portfolio building based off of global risk

(00:41:00) - Sam's favorite out-of-consensus bet

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Making MarketsBy Colossus | Investing & Business Podcasts

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

65 ratings


More shows like Making Markets

View all
Masters in Business by Bloomberg

Masters in Business

2,191 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

578 Listeners

Odd Lots by Bloomberg

Odd Lots

1,727 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,059 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

920 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,296 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,428 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

800 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

80 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

100 Listeners

The Business Brew by Bill Brewster

The Business Brew

243 Listeners

Supply Shock by Blockworks

Supply Shock

112 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

344 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

50X by Colossus

50X

77 Listeners

Return on India by Colossus | Investing & Business Podcasts

Return on India

16 Listeners

Making Media by Colossus | Investing & Business Podcasts

Making Media

21 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

22 Listeners

Glue Guys by Colossus

Glue Guys

66 Listeners