Conversation with Economist Bryce Gill of First Trust | Market & Economy Update
02:45 - Intro on Inflation & Market
04:45 - Great Moderation or Globalization
Long-term inflation outlook
Supply chain
War in Europe
12:50 - Fed and interest rates
14:45 - The Monetary Tailwind is Ebbing
M2 Money Supply
Stagflation
18:30 - YOU SHOULD LISTEN TO THIS PART!
24:30 - A Recession Unlike Any Other
30:20 - Services Can Keep US Out of Recession
39:30 - Housing Market on Economy
Wealth Effect