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Are Markets and the Economy at Major Turning Points?

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Manage episode 329968753 series 1396084
Content provided by Real Vision and Real Vision Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Real Vision and Real Vision Podcast Network 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.

“The next several weeks are going to be rather brutal for markets,” says Raoul, “and bonds are likely to be your only friend as the market begins to price in an immediate, sharp recession, then a Fed pivot in the summer.” Real Vision’s co-founder and CEO joins Andreas Steno Larsen to expand on that forecast as chatter about “peak inflation” and a “soft landing” are rising, global equity fund inflows are surging, and stocks are closing out their first positive week in the last nine. Are we at a major turning point? Or is this simply a bounce within a bear market? Raoul shares his current thoughts about the economy, stocks, bonds, and crypto, emphasizing caution now with an eye on opportunities in the future. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3MQzC7Y. Watch Raoul’s special flash update here: https://rvtv.io/3LYrYHo.

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1553 episodes

Artwork
iconShare
 
Manage episode 329968753 series 1396084
Content provided by Real Vision and Real Vision Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Real Vision and Real Vision Podcast Network 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.

“The next several weeks are going to be rather brutal for markets,” says Raoul, “and bonds are likely to be your only friend as the market begins to price in an immediate, sharp recession, then a Fed pivot in the summer.” Real Vision’s co-founder and CEO joins Andreas Steno Larsen to expand on that forecast as chatter about “peak inflation” and a “soft landing” are rising, global equity fund inflows are surging, and stocks are closing out their first positive week in the last nine. Are we at a major turning point? Or is this simply a bounce within a bear market? Raoul shares his current thoughts about the economy, stocks, bonds, and crypto, emphasizing caution now with an eye on opportunities in the future. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3MQzC7Y. Watch Raoul’s special flash update here: https://rvtv.io/3LYrYHo.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

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