1h 12 min
Q3 Wrap Up - The 2nd Worst Year for Investors Ever - EP 74 Thinking Long & Short: An Investment Professionals Podcast
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- Inversión
- Stocks close the week with big losses to finish worst September for stocks since 2008
- Higher interest rates could cause a lost decade for stock and bond investors, 60/40 portfolio having second-worst year ever (1931)
- Bank of England becomes first major central bank to pivot from its inflation fighting policies
- The bond market will continue to drag the stock market down, Fed pivot becomes more imminent
- The Fed has pricked the debt bubble it created in 2008, Financial Crisis close on the horizon
- Inflation is only just getting started, input costs and slowing growth putting downward pressure on stocks
- Stagflation will make stock and bond returns resemble the 1970s decade
- Stocks close the week with big losses to finish worst September for stocks since 2008
- Higher interest rates could cause a lost decade for stock and bond investors, 60/40 portfolio having second-worst year ever (1931)
- Bank of England becomes first major central bank to pivot from its inflation fighting policies
- The bond market will continue to drag the stock market down, Fed pivot becomes more imminent
- The Fed has pricked the debt bubble it created in 2008, Financial Crisis close on the horizon
- Inflation is only just getting started, input costs and slowing growth putting downward pressure on stocks
- Stagflation will make stock and bond returns resemble the 1970s decade
1h 12 min