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#176 Analyzing the Shift in Manufacturing from China

Guest Info

Join Brian Kasal and Chris Reardon as they talk about the recent economic trends, emphasizing competition among cash, currencies, and fixed income. They noted a tight race among domestic and international equities and commodities. The potential impact of rising interest rates and inflation was highlighted, as well as geopolitical events and labor strikes. Economic predictions varied, but they outlined a strategy of adjusting portfolios based on economic conditions to mitigate risks.


In this episode, Brian and Chris discuss:

  1. Reading the Market through Commodities and Equities
  2. Unpacking Consumer Spending and the Looming Debt Concerns
  3. Evaluating Monetary Tools: The Federal Reserve’s Strategy in Tackling Inflation
  4. Predicting Stock Market Trends Amid Economic Fluctuations
  5. Analyzing the Shift in Manufacturing from China

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