Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple

9 snips

Aug 6, 2024

Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting, brings her expertise to discuss the Sahm Rule, a crucial economic indicator for predicting recessions based on unemployment rates. She dives into how this rule is vital amid the current stock market volatility, particularly after recent trends in the AI sector and the Yen-Carry trade. The conversation also touches on the Federal Reserve's interest rate policies and the behaviors of investors in an uncertain economic landscape.

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Intro

00:00 • 2min

Understanding the SOM Rule in a Volatile Market

01:44 • 2min

Understanding the Sahm Rule

03:32 • 14min

Understanding the Somme Rule and Recession Indicators

17:36 • 9min

Analyzing Market Timeliness and Economic Indicators

26:57 • 5min

Navigating Economic Indicators and Fed Responses

32:02 • 22min

Market Dynamics and Investor Behavior

53:43 • 28min

Understanding Risk Management and Market Trends

01:22:10 • 6min

On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!

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