Monetary Matters with Jack Farley Getting Ready For A Protracted Bear Market | Last Bear Standing
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May 6, 2025 
Last Bear Standing, a financial analyst known for his bearish market outlook, dives into the high stakes of current economic trends. He warns that the recent market decline signals a prolonged bear market, not a simple correction. The discussion highlights how trade wars shape market dynamics and the impacts on various sectors, especially retail and logistics. With a focus on consumer spending adjustments due to tariffs, he emphasizes the importance of strategy adaptation amidst economic uncertainties.
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Protracted Bear Market Thesis
- The market is entering a protracted bear market, not just a correction or dip to buy.
- A combination of long economic cycles, policy risks like tariffs, and speculative market dynamics foretell subpar equity returns.
Tariffs as Bear Market Catalyst
- Tariffs are the key catalyst that pushes the market into a bear phase.
- Combined with speculation and capital cycle rollover, tariffs greatly raise economic uncertainty and risk.
Complacency Phase Warning
- Recognize the complacency phase after initial drops and rebounds.
- Prepare for tangible economic impacts that haven’t yet fully materialized.