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Andy Constan: The Bond Market Will Take The Stock Market Down With It
Forward Guidance
Market Pricing and Recession Predictions
The speaker has been challenging the idea of a recession for a long time and clarifies that they are not predicting a recession at the moment. However, they believe that the market pricing indicates higher odds of a recession than what is being currently priced. The speaker sees potential opportunities in betting on the low odds of a recession to occur soon and emphasizes that they have been bullish on various assets in the past until early 2022, making strategic calls on market bottoms during specific timeframes.
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