Wealthion - Be Financially Resilient

S&P To Fall 20%+ Once Markets Stop Deluding Themselves About A 'Soft Landing' | Alf Peccatiello

Feb 1, 2023
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1
Introduction
00:00 • 3min
2
Is China Reopening a Short Term Cyclical Growth Push?
02:45 • 4min
3
The China Reopening Is Going to Goose Growth Economic Growth Worldwide
06:43 • 2min
4
Is the Market Pricing the Recession?
08:32 • 5min
5
The Credit Spreads Chart Is A, Yeah, It's Tweet You Put Out
14:01 • 6min
6
Do You Think the Fed Is in a Fight for Its Credibility?
19:35 • 3min
7
The Fat Pivot Is Coming and It's Not Always a Price
23:00 • 3min
8
Fed Funds Will Never Be 1.5 1% Again
26:24 • 3min
9
Are You a Precision Driver in a Recession?
29:53 • 3min
10
The Top 10 Leading Indicators
32:36 • 4min
11
The Housing Market Is a Lagging Market
36:36 • 2min
12
What Happens to the Housing Market?
38:35 • 4min
13
The Bottom Is Not In
42:07 • 2min
14
Are We Going to Have a Recession in the Stock Market?
44:18 • 3min
15
Bond Prices Should Respond Favorably When the Fed Is About to Pivot
47:44 • 2min
16
Is the Risk Reward Opportunity in Bonds Right Now?
50:11 • 2min
17
The Longer End of the Curve
52:11 • 2min
18
The Reverse Reap of Acidity Isn't Low Probability Scenario
53:51 • 3min
19
Are Base Metals Worth Talking About?
56:58 • 2min
20
Are You Investing More in the Commodities?
58:53 • 2min
21
Macro Compass - I'm Italian and I've Got a Twitter Handle.
01:01:16 • 3min