If you’re a regular listener, you’ll know that this show has been predicting a significant drop in stocks. The question for today’s show is: it time to get out of stocks now? Listen to the end to find out.
There are many winds blowing – some economic, some political, and some actually literal. Extreme storms and fire will have an impact; are these climate impacts going to influence the economy substantially in the short term? Will the unprecedented political instability begin to show up in the markets, and how? And will the macroeconomic impacts of the Federal Reserve and fiscal policy hit markets or help to stabilize them?
We attempt to address these questions in a broad hour-long discussion. Please take a listen and let us know your thoughts. Email us at [email protected]