Dive into the latest market insights, where experts explore proactive strategies for handling financial volatility. Discover how personal accountability plays a crucial role in investment success amidst unpredictable market shifts. With a focus on bond markets and cryptocurrency trends, listeners gain valuable investment strategies, including short positions in Asia and disciplined approaches to assets like gold. The dialogue wraps up with a preview of upcoming events that promise additional learning for ambitious investors.
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Don't Panic
Today's market volatility doesn't require panic.
Follow the established process and protect your capital.
insights INSIGHT
Market Anticipation
Bond and currency markets often anticipate stock market moves.
Current bond yields suggest a market expectation of 5-6 rate cuts.
insights INSIGHT
Panic Selling and Credit Risk
Friday's high trading volume, especially considering the price drop, indicates panic selling.
High yield spreads widening suggests rising concern over corporate credit risk.
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A Hedge Fund Manager’s Guide to Process and Profit
Keith McCullough
The Fourth Turning
What the Cycles of History Tell Us About America's Next Rendezvous with Destiny
Neil Howe
William Strauss
The Fourth Turning illuminates the past, explains the present, and reimagines the future based on a provocative theory of American history. The authors identify a distinct pattern where modern history moves in cycles, each lasting about the length of a long human life, composed of four twenty-year eras—or 'turnings'—that comprise history's seasonal rhythm of growth, maturation, entropy, and rebirth. The book offers bold predictions about how America’s past will predict what comes next, particularly focusing on the roles of Boomers, Generation X, and Millennials during times of upheaval.
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