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Adam Kobeissi, Founder and Editor-In-Chief of The Kobeissi Letter, discusses the challenges facing the real economy, and his outlook for stock markets.
*This video was recorded on July 1, 2024
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0:00) - Intro
1:17) - Bond market
5:05) - Fed policy
7:05) - Inflation outlook
9:27) - Labor market
15:14) - “It’s a crazy world”
16:35) - Stock markets
20:10) - Recession vs. Soft landing
23:20) - Small businesses can’t pay rent
26:14) - Banks
27:46) - Asset allocation
28:43) - U.S. dollar
30:00) - Bitcoin
#stocks) #economy) #investing)
