Recession Is Such Sweet Sorrow, Mike Wilson from Morgan Stanley
RiskReversal Pod
00:00
Is Your Next Bullish Call Going to Be Tactic?
Mike Downey: Is there some sort of internal clock in your head because we know the average length of the bear market is this? I'm just curious, like, how are you going to think about when you want to be bullish? How you're going to be bullish over your career? Have you made like bottom calls? Like that's it. Yeah. And we've definitely made those bottom calls. One was in March of 2020. That was pretty dramatic called the low and that was a definitive call. It was not a tactical call. He says China is the easiest game in town right now. The IMF put out a pretty sobering global macro forecast that half of Europe will be
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