AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Never Buy New Lows, Never Short New Highs
The Compound and Friends
Are We Rooting for Recession?
Are we rooting for recession so that the fed can do what they're trying to do? It's weird, right? It is weir in this position. Look, on the one hand, your best case scenario is just get the stock market down 15 %, have your recession, clean this all up six months, and then you're off to the races for the next ten years. That is not what's happening now. What's happening now is you got a fed that is oing to be pushing very hard. And they want to see investment rate spreads up,. They want to see mortgage spreads over ten years up. They want everything to cost more. So where does this leave us
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