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Special Encore: The Red Hot Capex Cycle
Thoughts on the Market
English - June 18, 2021 13:00 - 10 minutes - 9.33 MB - ★★★★★ - 1.2K ratingsInvesting Business equities global alternatives strategy markets macro economics fixed income investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Andrew Sheets: Markets 2021 - Using Past as Prologue
Next Episode: Mike Wilson: When Is a “Surprise” Not Surprising?
Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.