4.2 • 1K Ratings
🗓️ 30 September 2023
⏱️ 65 minutes
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0:00.0 | Mailchimp would like to talk to you about customers. |
0:03.6 | A customer is what happens when marketers fail to personalise their marketing, |
0:07.7 | grouping customers with very different behaviours into one tangled mess. |
0:11.8 | But with MailChimp, marketers can use real-time behaviour data to personalise every email for every customer. |
0:18.2 | So get MailChimp and turn your customers into customers. |
0:22.4 | Into it MailChimp, the number one email marketing and automation brand. |
0:26.7 | Based on customer numbers, per verification email, advertising at MailChimp.com. |
0:56.7 | Hello everyone. Welcome to the third day of our special series, Crash or Boom, |
1:10.8 | How to Profit from What's Coming. We're only a couple days into our campaign and already |
1:15.4 | we're seeing some divergent opinions. Rouse started things off saying the recessions already |
1:19.9 | here, inflation is trending lower and the Fed will ultimately be cutting rates, |
1:24.7 | which he thinks will be bullish for tech and crypto. Go back and watch the entire video for |
1:29.0 | the details, but that's broadly his thesis over the next year. On Tuesday, Andreas sat down with |
1:34.7 | his former boss, Michael Sarvey, who's much more negative. He believes a recession is still in the |
1:40.0 | wings, but it's getting delayed. He worries high levels of fiscal spending have created sticky |
1:45.1 | inflation and he thinks it's way too early to price in rate cuts. That leaves you a stock |
1:49.7 | looking overvalued in his mind. Bonds will ultimately be a better bet, but not until you see |
1:55.9 | employment much higher unemployment. So way too early for the bond call. So what is the |
2:02.1 | outlook for US economic growth, global growth and inflation, joining me to share their views. |
2:07.0 | Lizanne Saunders, Chief Investment Strategist at Charles Schwabbing Company and David Rosenberg, |
2:11.8 | founder and president of Rosenberg Research and Associates. Hello to both of you. Thanks so |
2:16.7 | much for being here. Hi, hi Maggie. Hi David. Great to be on. I'm so excited to talk to both |
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