Wealthion - Be Financially Resilient

History Says Recession & Market Correction This Year Are Nearly Unavoidable | Michael Kantrowitz

Apr 18, 2023
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Episode notes
1
Introduction
00:00 • 4min
2
The Hope Framework
03:36 • 1min
3
The Importance of Understanding the Markets and the Macro Economy
04:44 • 5min
4
The Progression of Housing Prices
09:39 • 3min
5
The Effect of Home Builders Sentiment on Housing Prices
12:10 • 1min
6
The Relationship Between Mortgage Rates and Consumer Confidence
13:26 • 5min
7
The ISM Manufacturing Index Readings Below 50 Signify a Contracting Economy
18:52 • 2min
8
The Importance of Historical Patterns in Recessions
20:35 • 2min
9
The H and Housing Markets in a Correction
22:10 • 1min
10
The Interaction of the Hope Cycle and the Housing Data
23:30 • 6min
11
The Signs of a New Bear Market
29:24 • 6min
12
The Progression of a Downturn and Recession
35:07 • 2min
13
The Markets Quote Unquote Not Yet Reflecting This
36:42 • 3min
14
The Market Discounting the Economic Downturn
39:41 • 5min
15
The Light Blue Line in the Markets Tracks the Trend of the ISM New Waters Data
44:13 • 2min
16
The E of Hope for the Economy
46:16 • 2min
17
The Effect of Credit Spreads on Markets
47:50 • 2min
18
The Probability of a Recession Goes Up
50:03 • 2min
19
The Impact of a Hard Landing on the Market
51:57 • 2min
20
The Difference Between Soft Landing and Hard Landing
53:58 • 2min
21
The Difference Between a Soft Landing and a Hard Landing
56:23 • 5min
22
The Fed's Tightening of Lending Standards
01:01:22 • 3min
23
The Probability of Recession
01:04:12 • 4min
24
The Consequences of a Slowdown
01:08:24 • 4min
25
How to Allocate for the Recession
01:12:52 • 4min
26
The Perma Bear Label
01:16:32 • 2min
27
How to Be a Successful Macro Investor in 2023
01:18:16 • 2min
28
How to Avoid a Recession and a Market Correction
01:20:00 • 2min