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The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Forward Guidance
Insights on Economic Outlook and Inflation
The speaker has had challenges with being right about bullish rates and mentions the importance of making money over being right. They predict a recession in the future, not as severe as 2008, and believe that inflation will not be a concern in the near term. They anticipate a resurgence of inflation in two to three years due to the lingering inflationary psychology. Despite successful rate hikes in reducing inflation in the short term, the speaker believes a severe recession is needed to truly defeat inflation. They also note that a world with 3% inflation and no recession could indicate a strong economy.
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