
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
The Memo by Howard Marks
The Rise of Uncertainty in the Market
The bulls have dug in deeper because they've found enough little points to point to, and the bears have continued their theme of imminent recession. I think one way you can see this point really in almost a graphical form is there indices that are created called economic surprise indices. These really form the difference between what market expectations are versus what the real numbers are.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.