How Low Can U.S. Stocks Go? With Greg Weldon

Oct 27, 2023

Greg Weldon, CEO of Weldon Financials, discusses the US stock market's response to strong GDP data, the outlook for US equities, the impact of the US budget on risk assets, and the rise of commodities as a vital asset class. They also explore geopolitical risks, skepticism around AI tech stocks, trading opportunities in cocoa, worries about credit strains, and the potential consequences of a hit to a major financial center in Asia.

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Introduction

00:00 • 3min

Current State of US Stock Market and Potential Impact of Inflation

03:30 • 8min

Geopolitical Risks and Skepticism around AI Tech Stocks

11:02 • 14min

Discussion on Cocoa and Private Markets

25:27 • 2min

Worries About Credit and the Asian Economy

27:08 • 3min

Discussing the Impact of a Hit to a Major Financial Center in Asia and the Consequences of the Dollar Index

30:26 • 3min