Wealthion - Be Financially Resilient

Hard Landing Doubters Ignore The H.O.P.E. Data At Their Peril | Michael Kantrowitz

Jul 18, 2023
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Episode notes
1
Introduction
00:00 • 4min
2
The Hope Framework
03:35 • 3min
3
The Importance of Housing in an Economic Upturn
06:38 • 3min
4
The Progression of Housing Prices
09:38 • 2min
5
The Effects of Rates on Home Builders Sentiment
12:08 • 2min
6
The Relationship Between Housing Sentiments and Employment
13:55 • 5min
7
The ISM Manufacturing Index Readings Below 50 Signify a Contracting Economy
18:51 • 2min
8
The Importance of Historical Patterns in Recessions
20:34 • 2min
9
The H and Housing Markets in a Correction
22:09 • 4min
10
The Hard Landing of the Housing Data
25:54 • 3min
11
The Signs of a New Bear Market
29:23 • 6min
12
The Progression of a Downturn and Recession
35:06 • 2min
13
The Markets Quote Unquote Not Yet Reflecting This
36:41 • 3min
14
The Market Discounting the Banking Crisis
39:34 • 5min
15
The Lights Out Moment for the Markets
44:27 • 2min
16
The E of Hope for the Markets
46:15 • 4min
17
The Probability of a Recession Goes Up
50:02 • 2min
18
The Impact of Recessions on the Market
51:59 • 5min
19
The Fed's Tightening Cycle
56:45 • 6min
20
The Preconditions for a Downturn
01:02:31 • 2min
21
The Probability of Recession
01:04:12 • 4min
22
The Concerns About the Debt Pile
01:08:24 • 4min
23
How to Allocate for the Future Recession
01:12:51 • 4min
24
The Permable Permabear Label
01:16:40 • 2min
25
How to Be a Successful Macro Investor in 2023
01:18:15 • 2min
26
The Importance of a Professional Financial Advisor
01:19:59 • 2min