The Market Huddle MH+ Ep.37 The Rules Are Changing (guest: Warren Pies)
May 1, 2024
Warren Pies from 3Fourteen Research predicts a 10% market correction and advises cash position increase. Discussions on rebalancing strategies, quantitative trading impact, recession predictions, data revisions, and evolving bonds and stocks relationship.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Market Factors and Rebalancing Strategies
02:19 • 7min
Exploring the Influence of Quantitative Trading and Equity Risk Premium in the Market
09:34 • 2min
Navigating Recessions and Housing Sector Trends
11:17 • 6min
Exploring Data Revisions in Economic Analysis
17:07 • 2min
Navigating the Changing Landscape of Bonds and Stocks
19:14 • 17min