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    market expectations

    Explore "market expectations" with insightful episodes like "Neel Kashkari on the Fed's Commitment to Defeating Inflation", "How to Invest In Chinese Stock Markets - And Why You Absolutely Should Not!" and "Everything You've Been Taught About How to Value a Stock Might Be Wrong" from podcasts like ""Odd Lots", "Economics Explained" and "Odd Lots"" and more!

    Episodes (3)

    Neel Kashkari on the Fed's Commitment to Defeating Inflation

    Neel Kashkari on the Fed's Commitment to Defeating Inflation

    At Jackson Hole, Federal Reserve Chair Jerome Powell gave a hawkish speech intended to leave no ambiguity about the Fed's commitment to defeating inflation. But what does that mean in practice? How aggressively will the Fed have to hike? And how much pain will the economy endure as a result of it? On this episode of the podcast, we speak with Neel Kashkari, the President of the Minneapolis Fed. He explains his thinking and why he's become one of the most hawkish officials at the central bank. We also discuss the future of the Fed's decision making framework, the impact of student loan relief, the market and much more. 

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    How to Invest In Chinese Stock Markets - And Why You Absolutely Should Not!

    How to Invest In Chinese Stock Markets - And Why You Absolutely Should Not!
    China has been home to the most extreme economic growth in human history. In four short decades, the nation has gone from a struggling backwater filled with poverty to this, a nation of glistening skyscrapers and more Gucci stores than you can poke a stick at. The driver of this growth has obviously been its embrace of the free market and opening itself up to international trade.  The nation has always had huge potential, given that historically for 1,900 out of the last 2,000 years it has been the largest economy on earth, but now it is finally realizing that potential once again.  Seeing this sustained growth people are obviously keen to jump on board, millions of dollars are been made by millions of people and any logical investor would be foolish to not have exposure to the largest growth market in the world right? I spend a fair amount of time chatting to channel viewers on discord, Patreon, and even in the comments section of the video’s and it’s probably one of the questions I see the most, Mr economics man how can I invest in Chinese companies stock?  Now I don’t want to sound rude, and I promise I absolutely mean this in the nicest possible way, but if you have to ask someone on youtube how you can invest in Chinese equities, you absolutely should not at all be investing in Chinese equities.  And in fact even for more seasoned investors, the market for Chinese companies is not exactly the promised land of double-digit annual returns you may think it is.  This is because there are a few major problems that have yet to be overcome, the stock market in China is both too regulated and not regulated enough. Which sounds silly but let’s explore it by looking at this problem piece by piece.  How is the Chinese stock market over-regulated?  How is the Chinese stock market under-regulated? And why does this mean that most investors probably shouldn’t be investing in these markets?

    Everything You've Been Taught About How to Value a Stock Might Be Wrong

    Everything You've Been Taught About How to Value a Stock Might Be Wrong

    Investors are constantly poring over income statements from big companies to figure out whether they should buy or sell the business's stock. But should they bother? In this week's episode, Joe and Tracy talk to Feng Gu, a professor at SUNY Buffalo, and Baruch Lev, a professor at NYU's Stern School of Business, about why the way we account for a company's earnings might be massively outdated.

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