The Compound and Friends cover image

Tom Lee Strikes Back

The Compound and Friends

NOTE

Economic Cycles Reveal Prosperity

Transport sectors display recession-like behaviors, but the broader economy is not following suit. Despite skepticism regarding an impending recession, the Federal Reserve is signaling confidence, and the stock market reflects a mid-cycle growth phase. Consumer staples and banks suggest stability rather than decline. Additionally, private investment as a percentage of GDP remains at 25%, indicating that a late-cycle phase is not yet present until this metric exceeds 27% and declines.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner