У нас вы можете посмотреть бесплатно Equity Market Strength is Masking a Recession | Mike Green или скачать в максимальном доступном качестве, видео которое было загружено на ютуб. Для загрузки выберите вариант из формы ниже:
Если кнопки скачивания не
загрузились
НАЖМИТЕ ЗДЕСЬ или обновите страницу
Если возникают проблемы со скачиванием видео, пожалуйста напишите в поддержку по адресу внизу
страницы.
Спасибо за использование сервиса ClipSaver.ru
Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, the bond market, and the current stage of the passive investing endgame that he believes is the main culprit driving equity markets higher and higher. Follow Mike Green on Twitter: https://x.com/profplum99 Follow Max Wiethe on Twitter: https://x.com/maxwiethe Follow Jack Farley on Twitter https://x.com/JackFarley96 Read Mike’s Substack here: https://www.yesigiveafig.com Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 00:46 US Consumer Mirage 08:59 The Impact of High Interest Rates 13:39 Labor Market Weakness Will Eventually Force the Fed to Cut 15:03 Current Stage of the Passive Endgame 25:25 Recession Timing 33:31 How Will Asset Values Fair in the Next Recession? 40:30 Bond Market &Inflation Views 46:38 Uber's Impact on Unemployment 52:03 Tariff Uncertainty & the Fed 54:04 Bonds, Housing, & Other Macro Trades 01:02:03 Bitcoin, Solana, & Other Closing Thoughts