WallStreetTalks

Every time there's a shock to a financial system, there is a discussion about what a better regulation could have avoided, how we can improve the current one for the future, and from who we may take example. In this video, Andrea Scotto and Vicente Vargas, discuss if the European banking system is more protected from shocks than the American one is, and what are the reasons and costs.

José Torres, Senior Economist at IKBR, interviewed by Andrea Scotto answers to the question: "Is the 60/40 Portfolio Back?"

José Torres, Senior Economist at IKBR, interviewed by Andrea Scotto answers to the question: "Do we need Unemployment to go Up in order to bring Inflation Down?"

Here's my discussion with Jose Torres, Senior Economist at Interactive Brokers (who worked at the Bureau of Labor Statistics and the FDIC) about the current macroeconomic environment and the stock market situation: earnings, AI and a lot of other insights!!! Valuable Information is the most precious thing. Enjoy this episode. 00:00 Intro 0:48 Fed & Inflation 2:55 The World is Different Now 3:34 new Inflationary regime 5:53 the next recession 6:20 Inflation around the Globe 6:44 EU and US: differences (?) 8:08 The Unemployment Dilemma 10:01 The Phillips curve is back 10:43 Banking system’s health 14:31 Other failures coming 16:08 Are the current stock prices too high? 20:16 Lower stock prices ahead 20:55 The AI Hype 21:50 Is the 60/40 portfolio back? 22:48 Active Management is back 24:01 Is FANG gonna keep leading 23:22 Earnings going down