The Bear Market Is Here: What Next?

The Razor’s Edge

Contenu fourni par Shortman Studios. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Shortman Studios ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

2y ago 58:53

MP3•Maison d'episode

On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what?

Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what green shoots there are on the supply side, what risks there are on the demand side, how this echoes 2020 (or not), how much crypto contagion worries us, and why it’s tricky picking individual names.

Topics Covered

2:00 minute mark – An apocalyptic moment? Maybe not
10:00 – Is supply solving itself just as demand is weakening?
20:00 – The energy pullback – why was it predictable
23:00 – The echoes of March 2020
30:00 – Crypto contagion and its risks
38:00 – Opportunities in the current market
48:00 – What if inflation doesn’t slow down?
52:00 – The challenge of individual names and the hopes for a quiet summer

100 episodes

#Trading #Business #Shortman Studios