Real Vision: Finance & Investing cover image

Are Markets in for a Rough Ride?

Real Vision: Finance & Investing

00:00

Is It a Bull Market or a Bear Market?

I think a weak dollar is inevitably going to help. I'm not going to say you're bullish on bonds as I feel like that was like, if I had to choose what's going to happen, I'd buy the 10 year. Stock market, it sounds like is tricky for you with all of the cross currents. And like, I don't want to have a directional position in stocks right now. It's just a mess and I don't care. Maybe a generational opportunity in emerging markets. If you can can the international markets so perform if you start to see dislocation elsewhere.

Play episode from 29:32
Transcript

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