The Compound and Friends cover image

S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook

The Compound and Friends

00:00

Current Market Dynamics and Institutional Sentiment

This chapter explores the evolving state of the bond and stock markets, emphasizing the role of bonds during risk-off days and the bullish movement in European and Chinese stocks. It also examines institutional investors' risk appetites and how recent market behavior, influenced by political events and historical trends, has affected their investment strategies.

Transcript
Play full episode

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