Jesse Livermore

Jesse Livermore, a research partner at O’Shaughnessy Asset Management, dives into the complexities of today's 'upside down markets.' He unpacks how fiscal policy can create surprising effects on stock performance despite challenging economic conditions. Livermore explains the evolving role of the Federal Reserve and its impact on market dynamics, particularly post-COVID-19. He also discusses the intricate balance between cash, bonds, and equities amid government stimulus, shedding light on the paradox of strong stock markets amidst economic struggles.