Macro thinker Mel Mattison: The next big driver of this bubble is unlocking financing in US housing

In this conversation, Mel Madison and Pascal Hugli discuss the current economic landscape, focusing on the impact of AI and fiscal initiatives, the significance of tariffs, and the dislocation between financial markets and the real economy. They explore the role of AI in driving economic growth, the dynamics of the housing market, and the implications of energy costs on inflation. Additionally, Mel shares insights on market cycles, interest rates, and the influence of MMT principles on government spending. The conversation concludes with a discussion on investment strategies and the potential for energy bottlenecks to affect future economic growth.

Chapters:
00:00 Intro
01:49 The Economic Landscape: AI and Fiscal Initiatives
03:02 Tariffs and Their Impact on the Economy
06:00 Dislocation Between Financial Markets and the Real Economy
08:48 The Role of AI in Economic Growth
12:01 Market Cycles and Predictions
15:04 Inflation Dynamics and Energy Costs
17:58 Housing Market Dynamics and Consumer Spending
20:52 The Future of Interest Rates and Fed Policy
23:44 MMT and Government Spending
27:00 The Energy Bottleneck and Its Implications
29:57 Investment Strategies and Market Outlook

Follow Mel Mattison:
https://x.com/melmattison1

Follow me:
Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

Check out our sponsors:

mining.blockwaresolutions.com/lnms
Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥

https://newhedge.io/
Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! 🔥

Bitcoin Book 👇
Order from Europe: https://www.amazon.de/dp/1967693013
Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

Thank you for subscribing to our channel! We’re excited to have you with us!

#AI, #tariffs, #economy, #inflation, #housingmarket, #interestrates, #MMT, #energycosts, #investmentstrategies, #financialmarkets