Wealthion - Be Financially Resilient cover image

Weekly Market Recap: Lag Effect To Crash The Markets & Economy? Or Is It A Nothingburger?

Wealthion - Be Financially Resilient

00:00

The Fed's Overtightening of the Labor Market

The theme all year has been that the market performance has been very divergent from what the macro data has been telling us, right? And it's the same thing as the old quote of the market can remain irrational for longer than you can remain solvent. So totally get all that. I am going to ask you a bit later about how your recent decisions in terms of trading and positioning of your portfolios and whatnot. But we still have more road to ho before we get there. What you think the Fed may do here and the dangers of overtightening because from the math of just base effects alone, it does seem that CPI will likely rise over the rest of the summer.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app