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Daan Steenkamp - A More Robust Forecast
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My guest today is Dr. Daan Steenkamp, CEO of startup Codera Analytics and formerly Lead Economist and Head of the Research Unit at the South African Reserve Bank. We tackle two big topics: 1) the difference between demand- and supply-side shocks to the economy; why central banks were slow to recognise inflation; and what it may take to re-anchor inflation expectations; and 2) how Codera is applying automation and machine learning tools from software development to economic forecasting; the difference between traditional economic models and machine learning models; and the importance of narrative in economic forecasting. You can follow Daan @daan_steenkamp or via the Codera blog.
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