94. MONEY | SELL The CPI News?! & How to Play “The Decade of Financial Rollercoasters”
Alfalfa Podcast
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What's Going to Happen in 2023?
Felix Zuloff sees an event where central banks have to come in with loosening monetary policy. 2023 could be a pretty good year that we might see nine months-ish of risk assets, initially those same like arc style stocks increasing because of the change in monetary policy followed on by your typical like, maybe value oriented stocks and precious metals. So he sees this run up happening all the way through 2023 and then end of 2023 into 2024. He sees inflation surging again. The second time it shows up, the bond market is going to demand much higher yields for that inflation. That's when the bond market will get smacked down again. And I don't want us
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