Odd Lots cover image

Why A Longtime Bull Just Flipped Very Bearish On The Stock Market

Odd Lots

00:00

Navigating Market Divergence

This chapter explores the unusual landscape of the stock market, where equities reach all-time highs amidst rising negative yielding debt and bearish investor sentiment. A macro strategist shares insights on shifting from a bullish to a bearish outlook, citing economic forecasts, tariff impacts, and historical failures of Federal Reserve policies. The discussion emphasizes the complex interplay between stock and bond market behaviors, reflecting on potential economic slowdowns and recession warnings.

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