335: Global Macro Advisor To World’s Largest Hedge Funds Adam Robinson, The Princeton Review


Manage episode 266213915 series 5499
By Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Adam Robinson is on the show today to dive deep into the collapse of a global market. It’s not just about inflation and deflation; it’s about understanding the collapse of the velocity of money. Now, the majority is trying to understand negative interest rates.

Adam Robinson returns to the show to further his discussion with Jason about macroeconomics. A system based on radical consumption is a losing battle. How has this shaped us, and how has the coronavirus changed how we eat, dress, consume, and even view real estate?

Key Takeaways:

[1:00] Millennials, Gen Z, or people in the prime of their life can afford Manhattan and are looking to migrate away from high-density areas.

[3:00] Are we looking at a collapse in the global economy?

[9:15] What would the economy look like if everyone got a check for $100k?

[13:10] Inflation and deflation aside, what we care about, is the velocity of money, which has collapsed.

[15:45] With negative interest rates, we are paid to own gold.

[22:10] A system based on radical consumption is a losing battle.

[25:45] Let’s break away for a Google/Psychology session.

[31:00] Our home life has changed so much. How we eat, dress, and purchase, things have shifted because of the Stay-At-Home orders.






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332 episodes