Dennis DeBusschere

Dennis DeBusschere, founder and chief market strategist of 22V Research, offers a deep dive into the current economic landscape. He discusses the resilience of large cap tech stocks amid volatility and the risks associated with tariffs and rising bond yields. Dennis emphasizes the Fed's policies and US debt, while exploring the interconnections of fiscal stimulus and market performance. Notably, he introduces his 'fire and ice regime' approach tailored for adapting to shifting economic conditions, alongside insights on small caps and alternative assets.

Dennis DeBusschere, Chief Market Strategist at 22V Research, discusses the interaction between the economy, inflation, and the Fed's reaction function. He explores linkages between equity factors and macro variables like the yield curve. He also talks about hedging in an environment of unfriendly stock/bond correlation levels.