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Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

The Acquirers Podcast

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How to Predict Recessions Successfully

"I started looking at the stock market, but quickly realized that that was just all over the place," he says. "A bond has got a fixed coupon versus a dividend that you have no idea what it's going to be." And then on the risk angle, if you're looking at treasury bonds and bills, those have very low risk compared to stocks where the value of stocks can fluctuate even that the cash flows are the same,. If risk goes up, then the stock is going to go down.

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