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
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
#050 Cullen Roche On Macro Outlook And Housing Risks
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
#046 Whitney Tilson On Avoiding The 5 Calamities That Can Ruin You
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
#044 Standing Up to the Woke Mob and Walking Away From $1 Million: Jennifer Sey's Story
#043 Jon Hilsenrath On Treasury Secretary Janet Yellen And Navigating An Era Of Upheaval
#042 MEGATHREATS: 'Dr. Doom' Nouriel Roubini's Scariest Prediction
#041 Jim Bianco: Recession Has Become The New Bull Story On Wall Street
#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023
#039 Stephanie Link On The Fed, Markets, And Working With Jim Cramer
#038 ‘Art & Equity’ With Blythe Masters, Brett Redfearn, Elizabeth Von Habsburg, and Carlos Domingo
#037 Axel Merk On The Fed's Sledgehammer Approach To The Economy
#036 Jim Rickards: We're Looking At A Global Recession
#035 Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios
#034 Carson Block On Latest Shorts And The 'Mass Investing Delusion' Of ESG
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