Dean Curnutt

Meredith Whitney, CEO of Meredith Whitney Advisory Group, shares her projections for the US economy and banks, including a troubling forecast of 6% unemployment by 2025. George Bory, Chief Investment Strategist at Allspring, discusses the rising Treasuries following a US credit downgrade, while Dean Curnutt from Macro Risk Advisors analyzes imminent bond market challenges. Jamie Patton of TCW provides insights on market trends and the potential for rate cuts in 2025, as the landscape shifts amid growing economic concerns.

Dean Curnutt, founder and CEO of Macro Risk Advisors, shares his expertise in quantitative analysis and market volatility. The discussion uncovers the evolution of risk perception influenced by the Federal Reserve’s shift to transparency. Curnutt delves into the intricacies of interest rate predictions and the psychological factors in options trading. He highlights the risks in underpriced outcomes and the significance of gold as a hedge. The conversation wraps up with a critical look at financial governance and bond market risks amid current economic uncertainties.