Topics discussed: We know the following things about the last 2-3 weeks in the market:
(A) The China/trade war has blown up (B) The Yield curve has inverted (C) Negative yields persist all over the globe (D) Recession talk is everywhere
So markets are obviously volatile, but it isn’t clear how these above things relate to one another, and people want to know what is going on. What I seek to do in this short, succinct podcast is get right to the point about what is going on – short term, and long term.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com