The Contrarian Investor Podcast Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
Dec 27, 2023
43:44
This podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same day. This is just one of the benefits of becoming a premium subscriber. The others are detailed on our Supercast or Substack pages. Kyrill Asatur, co-founder and CEO of Centerfin, re-joins the podcast to discuss his views going into 2024 and the likelihood there won't be a 'soft landing' for the economy next year. Content Highlights
- Consensus estimates for 2024 are going to be wrong, just like they were for this year and every year before it (2:12);
- Coming in to this year the banking sector was a concern, though as it turned out for the wrong reasons (4:39);
- The catalyst for the reversal this fall and the new, dovish Fed (7:26);
- The contrarian call is that they're won't be a soft landing -- or a stock market crash (11:44);
- Possible explanation for the 'Fed pivot' (16:48);
- How the guest is allocating assets going into 2024 (23:56);
- Artificial Intelligence (AI) discussion (29:02).
- Website: Centerfin.co;
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- Facebook: CenterfinHQ;
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