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Episode TimeStamps:
02:19 - What has changed since our last conversation?
07:29 - Signs of weakness?
09:31 - The key indicators of weakness
12:15 - Are we actually becoming more wealthy?
15:26 - Assessing the savings rate
17:02 - Berezin's model for analyzing the economy
20:04 - Is the lag kicking in now?
22:00 - Challenges in the banking system
24:37 - Are we seeing a tail wind from fiscal support?
27:11 - Why Berezin thinks the stock market is 50% overvalued
29:26 - Are AI companies in trouble?
35:51 - The long term economic impacts of AI
37:46 - Boosts in inventories: A tipping point to the economy?
40:17 - Berezin's outlook for Fed policy
42:47 - Rate cuts = recession?
45:42 - The state and outlook of the U.S housing market
47:25 - An unsustainable budget outlook
50:44 - Will we see a strengthening of the dollar?
52:19 - An upside for the yen
53:53 - A collective cutting of rates
55:06 - Has globalization run its course?
56:40 - The structural outlook for commodities
58:51 - What should you focus on?