Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors.
Links
Twitter: https://twitter.com/jnordvig
Substack: https://moneyinsideout.exantedata.com/
Market Reader: https://marketreader.com/
Exante Data: https://www.exantedata.com/
0:00 Intro
0:55 Macro picture
1:57 A turning point in inflation
4:10 Evidence of an inflection point
7:35 Market
8:30 Don’t see evidence of a dramatic tip in the economy
10:00 Housing not crashing
12:40 A brief history of dollar hatred
19:00 Impact of weakening dollar on investments
20:25 Artificial Intelligence and building Market Reader
24:33 Started Market Reader pre ChatGPT
26:55 AI and the macro outlook
28:48 Two trends that are worrisome
31:40 Will Fed policy have to consider AI?
33:43 No cuts any time soon
35:13 Positives of AI for a researcher
37:50 Impact of AI on certain finance jobs
42:00 Founding a startup
45:00 Market Reader examples
48:49 How Market Reader has helped Jens' productivity
51:20 Study
52:52 Parting thoughts
#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now
#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy
#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'
#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction
#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity
#188 Chris Whalen On The Difficult Economic Environment Ahead
#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy
#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong
#185 Jim Rickards: We're Probably Already In A Civil War
#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way
#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump
#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation
#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year
#180 Andrew Wilkinson On Going From A Barista To A Billionaire, Building Tiny 'The Berkshire Hathaway' Of Tech, And Life Lessons From Warren Buffett, Charlie Munger, And Bill Ackman
#179 Ed Dowd On The Fed's Policy Error And Why We Could See A Bad Correction Ahead
#178 Peter Boockvar: The Is The Most Mixed And Uneven Economy That I’ve Ever Seen And It Feels More Like A 1.5% GDP Growth Rate Economy Rather Than 3%
#177 Mike Green: Passive Investing Has Turned The Market On Autopilot
#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
#175 Chris Whalen: 'We're Hiding A Lot' — Why Commercial Could Be The Next Source Of The Financial Crisis In This Country
#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You
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