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Relative Return Insider: US shutdown, tech bubbles, and crypto surges

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Manage episode 512789965 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices. Alongside the growing concerns with the stability of the US, the massive valuations for the Magnificent Seven tech stocks is fuelling speculation that it’s becoming a bubble, though Oliver cautions that there are a range of factors that differentiate the current state of play from previous bubbles, such as the dotcom boom.

They also explore:

  • The fallout of threats to withhold back pay for workers caught up in the US shutdown.
  • Why there have been record-breaking prices for bitcoin and gold, considering both fundamental drivers and speculative elements.
  • US support for Argentina, European geopolitical tensions, and concerns about long-term US economic policies under the Trump administration.
  continue reading

395 episodes

Artwork
iconShare
 
Manage episode 512789965 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices. Alongside the growing concerns with the stability of the US, the massive valuations for the Magnificent Seven tech stocks is fuelling speculation that it’s becoming a bubble, though Oliver cautions that there are a range of factors that differentiate the current state of play from previous bubbles, such as the dotcom boom.

They also explore:

  • The fallout of threats to withhold back pay for workers caught up in the US shutdown.
  • Why there have been record-breaking prices for bitcoin and gold, considering both fundamental drivers and speculative elements.
  • US support for Argentina, European geopolitical tensions, and concerns about long-term US economic policies under the Trump administration.
  continue reading

395 episodes

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