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19min chapter
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
The Market Huddle
Navigating Market Strategies in Turbulent Times
This chapter focuses on a debate around investment strategies, contrasting bond performance with equities during recent market fluctuations. The speakers analyze the impact of economic changes on traditional investment advice, discussing key market indicators and the volatility of the US dollar. They also explore the future implications for commodities like gold and oil amidst investor sentiment and broader economic outlooks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode