
Hedgeye Podcasts Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough
Dec 12, 2023
Credit card delinquency and national debt are increasing. The economy is due for a correction. Keith McCullough is joined by Mike Green and Mike Taylor to discuss market risks and opportunities for 2023. They explore the lack of buying protection by institutional investors and the significance of liquidity in the market. They also analyze the impact of fund flows on market dynamics and discuss early signs of a recession and hedging strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Lack of Buying Protection Among Institutional Investors
01:49 • 4min
Market Risks and Opportunities
05:49 • 16min
Liquidity and its Importance in the Market
21:26 • 12min
Analysis of Liquidity and Government Spending
33:14 • 6min
The Impact of Fund Flows on Market Dynamics
39:12 • 21min
Early Signs of Recession and Hedging Strategies for Investment Portfolios
01:00:22 • 5min

