Odd Lots

Why A Longtime Bull Just Flipped Very Bearish On The Stock Market

Jul 15, 2019

Mark Cudmore, a Bloomberg macro strategist and longtime market bull, reveals his surprising shift to a bearish outlook. He discusses the unusual stock market landscape with equities at record highs despite rising negative sentiment. Cudmore analyzes the implications of the U.S.-China trade war and how it impacts investor behavior and economic forecasts. He highlights challenges in the credit markets, warning about potential recessions and the complexities of current financial policies that could threaten the market's stability.

35:29

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Episode guests

Mark Cudmore

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Episode notes

Intro

4min

Navigating Market Divergence

11min

Navigating Economic Cycles and Trade War Narratives

4min

Analyzing the Trade War's Impact on the Stock Market

4min

Navigating Credit Market Concerns

15min

Closing Thoughts and Supportive Resources

2min

There's always bears out there predicting that the stock market will tank. But many of them aren't worth listening to because they're always saying the same thing, regardless of the market environment. What's interesting, though, is when a longtime bull changes his or her mind. On this week's Odd Lots podcast, we speak with Bloomberg's very own macro strategist Mark Cudmore. He's been consistently bullish and optimistic about the market and the economy since 2011. But, in the last several weeks, he's flipped his view and is now warning about a recession and a market tumble. On this episode, he explains his reasoning.

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