How will Inflation Shape Bond Portfolios, and is a Sustainable Economic Recovery on the Horizon?

Join me for a Live Video Conversation with Danielle DiMartino Booth and Kevin Muir during the Substack Market Forecast Summit this Friday

Today, Friday, January 31st, I will be participating in the Substack Market Forecast Summit: a virtual finance and business summit that will explore the trends, challenges, and opportunities that may shape the year ahead through back-to-back live videos happening in the Substack app. I hope that you will join me for my conversations with Danielle DiMartino Booth of The Daily Feather and Kevin Muir of The MacroTourist.

(12 PM ET) Is a Sustainable Recovery on the Horizon?

Data suggests the U.S. may begin to exit a recession in 2025, depending on how policymakers and the economy respond to the delayed recognition of job losses that seem to have started in April 2024. At 12 PM ET, I will be speaking with Danielle, publisher of The Daily Feather and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America," as we explore how we can determine if a sustainable recovery is truly underway.

(2 PM ET) How Inflation Will Shape Bond Portfolios in 2025

Kevin Muir of The MacroTourist brings 25 years of trading experience and deep background in macro to this dialogue, where we will discuss what inflation will look like in 2025 and how that could affect your bond portfolio.

You’ll need to download the Substack app to join either of these conversations. This is for everyone, whether you have a paid subscription or not. If you enable notifications, the app will notify you when I’m live on Friday. Just tap that, and you’re in.

Have any thoughts or questions related to our topic that you’d like for us to answer during the live video session? Leave them in the comments below, and I may just get to them during our conversations.

Looking forward to seeing you in these discussions today!

If you would like to explore the other conversations that are happening today, you can see the full schedule here. If you’re unsure how live video works, check out the FAQs at the bottom of the page.