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Running On Empty with Tony Dwyer
Aug 25, 2023
Financial analyst and strategist Tony Dwyer joins the hosts to discuss market comparisons to catastrophes, quantitative tightening, the Fed, retail stocks, green lights in the market, odds of rate hike/cut, private credit, and a vibe check on the day.
55:26
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Quick takeaways
- Monitoring corporate rates, mortgage rates, and government rates is crucial for assessing the overall market outlook.
- Private credit and private equity can serve as buffers during market stress, but they cannot fully replace traditional banks in providing credit.
Deep dives
Key Point 1: The importance of watching corporate rates, mortgage rates, and government rates
The podcast highlights the significance of monitoring corporate rates, mortgage rates, and government rates as indicators for the overall market outlook. The guest speaker emphasizes that historically, elevated levels of these rates during periods of economic weakness have led to negative market performance. These rates are crucial in determining the cost of capital and the risk-free rate of return, which directly impact investment decisions.
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