The Julia La Roche Show
#094 Todd Gordon: Why We're Not Headed Toward Recession
Aug 10, 2023
In this episode, Julia La Roche interviews Todd Gordon, a CNBC contributor known for blending technical and fundamental analysis. They discuss the challenges for traditional investment models in the new age of investing driven by semiconductors and AI. They also talk about investment potential in materials and industrials, rotation in the market, understanding Elliott wave, and the importance of active management in retirement.
50:12
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Quick takeaways
- Understanding the interaction between different asset classes is crucial for stock traders to navigate the market effectively.
- Yield curve inversions do not always lead to recessions and market declines; considering factors like inflation, GDP, and corporate earnings is vital for understanding market trends.
Deep dives
The New Age of Investing
The podcast episode delves into the concept of a new age of investing, characterized by changing norms and the need for a top-down approach to analyze asset classes. The speaker emphasizes the importance of understanding the interaction between equity, fixed income, commodity, and currency markets. They discuss how different asset classes can drive market trends, highlighting the need for stock traders to stay informed about other asset classes. The current market is described as fascinating and challenging, with various assets driving market movements.
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