IMF Gloomsters 'Completely Wrong,' TPW's Pelosky Says

The video discusses the potential return of pre-pandemic interest rates and critiques the consensus view, suggesting a contrarian approach. It highlights the poor performance of cash during recent financial failures and analyzes the unattractive fixed income market. The discussion emphasizes the importance of nominal growth in the US economy, predicting positive earnings and a bullish outlook for 2024. The video concludes with a focus on the Fed's potential actions and the opportunities in non-US markets.

What is the speaker's outlook for the year 2024 based on the current economic indicators?

What bias does the speaker express regarding non-US markets?