Understanding Energy Shocks and Stock Market Trends

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Energy shocks have two components - price and access. While price shocks can lead to recessions, the physical shortage of energy, like during the Iranian Revolution in '79, can exacerbate the impact. In terms of stock market trends, historically, the S&P peaks in Q4 during positive years and in January during negative years. The likelihood of the stock market peaking either in January or Q4 is 82%, which is quite noteworthy.

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the energy market, inflation, and how to prepare for the next recession.

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