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The Correction's Back

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Manage episode 377753780 series 3392107
Content provided by Mike Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Frazier 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://player.fm/legal.

Price action picked up its choppiness this week. Both stock and bond prices fell. Higher interest rates are finally mattering. It sure has taken longer than we anticipated. The 0% interest rate environment from the last decade and a half has completely come unwound. It's a healthier place for the Market to get to. But the process of recalibration has been beyond bumpy. The correction began in 2022. It paused for much 2023. September made it clear, it's back.

  continue reading

89 episodes

Artwork
iconShare
 
Manage episode 377753780 series 3392107
Content provided by Mike Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Frazier 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://player.fm/legal.

Price action picked up its choppiness this week. Both stock and bond prices fell. Higher interest rates are finally mattering. It sure has taken longer than we anticipated. The 0% interest rate environment from the last decade and a half has completely come unwound. It's a healthier place for the Market to get to. But the process of recalibration has been beyond bumpy. The correction began in 2022. It paused for much 2023. September made it clear, it's back.

  continue reading

89 episodes

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