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Forward Guidance
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Dec 30, 2023
47:48
Snipd AI
The speaker discusses their bearish outlook on the stock market and private equity, highlighting high levels of bullish sentiment. They explore the challenges of short selling Blackstone and discuss the risks associated with private equity. The chapter also delves into the speaker's bearish outlook on stocks and private equity, as well as their predictions for further decline in rates on the yield curve. Additionally, they share their bearish stance on the stock market, their oil outlook, and promote an upcoming conference. They explore the concept of dollar cost averaging and index funds. The chapter also discusses the psychology behind people's financial decisions and the importance of sizing trades appropriately.
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Quick takeaways
- The speaker predicts a significant correction or bear market in the stock market due to high levels of bullish sentiment and technical indicators pointing to a reversal.
- The speaker expresses skepticism towards private equity, particularly highlighting concerns about social control, authoritarian leadership, and potential risks associated with the industry.
Deep dives
Bearish Outlook on Stocks and the Market
In this podcast episode, the speaker discusses their bearish view on the stock market and predicts a significant correction or bear market. They emphasize the high levels of bullish sentiment as a sign of a potential downturn, along with technical indicators pointing to a reversal. The speaker believes that a recession is likely to occur, citing reasons like housing and a manufacturing recession. They express concern that the recent stock market decline may be the beginning of a larger market decline.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode