

Surveillance: Tight Spreads with Athey
Aug 17, 2023
James Athey believes credit spreads are too tight. Matthew Luzzetti expects a recession and equity market decline. Susan Thornton discusses China's need for increased household spending. Joe Feldman analyzes Walmart's lifted profit outlook due to US shoppers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Strange Trading Days and Equity Market Surprise
01:40 • 7min
Informal banter, sponsor ad for PIGIM, and another sponsor ad for the 'Restless Ones' podcast
08:32 • 2min
Challenges and Confidence in the Chinese Economy
10:25 • 15min
Discussion about Malizati, P.GIM, and the Restless Ones podcast
25:23 • 2min
Analysis of Walmart's Strong Performance and Market Trends
27:09 • 2min
Consumer Spending and Discretionary Income
29:07 • 5min