2min chapter

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What's the negative catalyst? (EP.291)

Animal Spirits Podcast

CHAPTER

What's the Bear Case Right Now?

If inflation falls, and that means probably earnings have to fall too, because prices will come down. A lot of these 2020s are times after a bear market where earnings fell and a stock market took off. But what else? What else do bears got? Well, I guess it's just the Fed saying we don't care.

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