Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame
RiskReversal Pod
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Navigating Market Volatility and Economic Risks
This chapter explores the implications of a major market event from April, drawing parallels to historical events like COVID. It analyzes the current economic landscape, predicting a mild recession and discussing the Federal Reserve's response options to rising unemployment. The conversation also highlights the resilience of financial markets, examining trading dynamics and consumer behavior in response to economic policies and volatility.
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