The Macro Trading Floor cover image

Felix Zulauf: The Fed Is Making A Policy Error

The Macro Trading Floor

CHAPTER

Is the Valuation Correction Over?

The Chinese understand that they are in a in the early stage of a long balance sheet recession. They need to go through a major restructuring and recapitalization which will take years. I think tens and 30s are a great trade for the ensuing six to nine months period. If that is true then I think we are coming closer to the stock market bottom. What's still ahead of us is the problems with earnings?

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