Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco

Timestamps:

0:00 - Intro3:15 - Commodities Supercycle6:56 - Goods Inflation8:47 - AI as a Deflationary Technology13:10 - Fed Minutes Review14:58 - Are Rates Restrictive?18:39 - National Debt/Neutral Rates/GDP26:37 - Does the Curve Steepen out?28:36 - Supply Chain Disruptions32:13 - Pizza Talk33:54 - More on Supply Chain Disruptions37:47 - Reshoring Effort40:33 - Trade Wars with China43:45 - What would you call the Current Environment?47:07 - Full Impact of Rate Hikes49:05 - Outro