AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
The Consensus Is No Recession
The consensus is no recession. We're going to be fine, he says. And you know why Wall Street saying that? Because they have a shit ton of paper to sell everybody. Every single hand if stocks go down, it's never been a better time to buy. You always get in there and buy that dip. But the problem is that we have $2 trillion plus dollars of commercial real estate three finance and nobody can refinance it because they're negative NPV projects.
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