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On The Margin
Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang
Jun 13, 2024
Financial analyst Joseph Wang discusses his predictions for the stock and bond market in 2024, expecting stocks to outperform bonds. He touches on topics like rate cuts, gold, commodities, Bitcoin, and the wealth effect of crypto. Joseph also explores the potential bear cases for equities and the impact of fiscal spending on the market.
39:36
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Quick takeaways
- Depreciating dollar through fiscal spending drives asset and interest rate rise.
- Fiscal deficits act as strong upward tailwind for financial assets despite Fed concerns.
Deep dives
Impact of Fiscal Policy on Financial Assets
Depreciating the dollar through fiscal spending is seen as a significant factor leading to the rise of assets and interest rates. The risks perceived are not towards a market break but towards higher than expected market elevations. The ongoing fiscal deficits are viewed as a strong upward tailwind for financial assets, including treasuries, despite concerns about the Fed's monetary decisions.
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