RiskReversal Pod cover image

Confidence Crisis: Gold, Rates & Powell Under Pressure

RiskReversal Pod

CHAPTER

Market Confidence and Geopolitical Tensions

This chapter delves into the complexities of market confidence, examining the S&P 500's anticipated earnings and their impact on valuation. It highlights the likelihood of overly optimistic earnings expectations and discusses geopolitical tensions, particularly with China, that contribute to market uncertainty.

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.
App store bannerPlay store banner