AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Eric Basmajian: Further Downside Ahead For Risk Asset's
Market Depth
Fed Pivot Isn't Necessarily Bullish Risk Assets
If you're not in a recessionary window or the economy has a strong probability of achieving a soft landing, then Fed pivots can be more timely with recoveries and asset markets. But until we see a bottom and an upturn in the longer leading indicators, we're not even on the radar screen for a potential bottom in the stock market. So I think that the economy continues to decline. We go into recession in the beginning of next year and we actually, people say, well do you think maybe you could start buying risk assets? And I say, it's nowhere on the radarscreen yet because I haven't seen a bottoming at all in my longer leading indicators.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode