Peak Prosperity cover image

Can a Systemic Crisis Even Be Avoided at This Point?

Peak Prosperity

00:00

Navigating the Macro Credit Cycle

This chapter analyzes the disconnect between small-cap and large-cap stocks amidst high interest rates and post-COVID challenges. It raises concerns about an impending credit event and debates the Federal Reserve's interest rate stance, advocating for a focus on credit conditions to ensure economic stability.

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