Unhedged Markets gone wild
Dec 19, 2023
The podcast discusses the recent market volatility triggered by the Fed meeting, focusing on the shift in outlook and investor concerns. It explores the strange market behavior where bond yields have collapsed and stock prices have shot up. The bond market predicts a recession while the stock market relies on multiples over fundamentals. The podcast also touches on the decline in fraud and deception, as well as the decrease in Christmas card exchange.
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