RiskReversal Pod

New Year, New Rally? | MRKT Call

Jan 2, 2024
Discussion on year-end forecasts for the stock market in 2024, speculation on the impact of yields on stocks and the yield curve, concerns over China's economic slowdown, analysis of politics and a Pfizer trade, and discussion on recent market movement and the importance of being contrarian.
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Episode notes
1
Introduction
00:00 • 3min
2
Year-End Forecasts and Market Predictions
02:58 • 23min
3
Speculating on the Impact of the 4.25% Yield on Stocks and the Yield Curve
25:56 • 2min
4
Impact of Fed Meeting and Geopolitics on Crude Oil and Investment Dollars in China
28:05 • 7min
5
Politics, Pfizer Trade Analysis, and Opportunities in Pharma Sector
34:55 • 2min
6
Market Movement, Contrarian Thinking, and a Teaser for the Next Episode
37:10 • 2min