TIP412: Differences between the US and the Eurozone w/ Daniel LaCalle

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 9 January 2022

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trey Lockerbie sits down with Ph.D. economist, author and fund manager, Daniel Lacalle to get his forecast for 2022. IN THIS EPISODE, YOU'LL LEARN: 01:29 - The ongoing developments from Omicron. 08:58 - Which industries are most at risk. 10:19 - Differences between the US and the Eurozone on many fronts. 13:06 - The recent announcements from the US Fed. 28:46 - Daniel’s forecast for inflation. 33:01 - The future of ESG companies and the skepticism surrounding them. And much much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Daniel Lacalle's Blog. Daniel Lacalle's Twitter. Daniel Lacalle's Website. Trey Lockerbie's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback! 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Transcript

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0:00.0	You're listening to TIP.
0:02.4	On today's episode, I sit down with Daniel LaCalle.
0:05.3	Daniel holds a PhD in economics.
0:08.2	He is the chief investment officer of traces.
0:10.7	And he's also an author of many great books.
0:12.8	I brought Daniel on to get a sense of what 2022 might look like.
0:16.9	We talk about the recent announcements from the US Fed,
0:20.0	the differences between the US and the Eurozone on many fronts,
0:23.5	the forecast of inflation, the future of ESG companies.
0:28.0	We discuss the ongoing developments with Omicron,
0:31.2	which industries are most at risk and much, much more.
0:34.6	I thoroughly enjoyed this discussion with Daniel.
0:37.5	He is incredibly knowledgeable.
0:40.2	And in my opinion, brings a very balanced view and perspective.
0:44.0	So without further ado, I hope you enjoyed as much as I did.
0:46.3	Here's my conversation with Daniel LaCalle.
0:52.8	You are listening to the Investors podcast where we study the financial markets
0:57.6	and read the books that influence self-made billionaires the most.
1:01.1	We keep you informed and prepared for the unexpected.
1:12.8	Welcome to the Investors podcast.
1:14.6	I'm your host, Trey Lockerby.
1:16.1	And today I'm very privileged to have with me Daniel LaCalle,
	...

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