The End of "Buy the Dip"? With Jesse Felder скачать в хорошем качестве

The End of "Buy the Dip"? With Jesse Felder

If the back and forth over the so-called tech exemption over the weekend showed us anything, it was that we are still dealing with a lot of uncertainty. Joining Maggie Lake today on Talking Markets to discuss is Jesse Felder, founder and editor of The Felder Report. Up for discussion: whether "BTFD" is over, the future for the "Fed put," and just how big a ding investor confidence is taking right now. Get more from Jesse here: https://thefelderreport.com Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. Chapters: 00:00 - Introductions with Jesse Felder 00:40 - Why "Buy the Dip" Mentality Is Over 02:30 - Expectations for This Bear Market Cycle 05:05 - Recession Fears and Tariff Uncertainty Weigh on Markets 10:30 - If Stocks Are Out of Favor, Where Is the Money Going? 13:50 - Key Market Indicators Flashing Warning Signs 17:00 - When the U.S. Catches a Cold, the World Gets Pneumonia 19:35 - Fed Policy and Expectations for the May Meeting 22:20 - Wage Inflation: Once It Starts, It’s Hard to Contain 24:30 - A Generational Opportunity in Commodities? 27:00 - Does This Environment Favor Emerging Markets? 30:10 - Why Markets Are Still Nervous #markets #Fed #tariffs #stocks #jessefelder #credit #maggielake #investing #marketforecast #tariffs #bessent #usconsumer #markettrends #podcast #video #talkingmarkets