E235 – Dissecting Recession Risks

From record ETF inflows to a broadening AI story reshaping global equity markets, the investment landscape continues to evolve. In this episode, special guest Bipan Rai joins hosts Zayla Saunders and Hilly Cutler to unpack his quarterly portfolio strategy, and what it all means f ...  Show more

AI is driving the market, but is it still in the early innings, or has the rally already run too far? In this episode, special guest Jeremy Yeung joins hosts Zayla Saunders and Hilly Cutler to break this down, including why the AI supply chain may present a more compelling opport ...  Show more

This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ...

On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ...  Show more

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ...

In this episode we cover: Why There’s A Recession Coming How to Handle a Recession How to Prepare for a Recession Why Recessions Happen How to Handle Your Investments in a Recession Resources in this episode: Debt Prices Beyond 2008 Dollar After Dollar M1 Finance Best Place to In ...  Show more