cover of episode Wil A FED Pivot Crash The Stock Market? with Amir Goren

Wil A FED Pivot Crash The Stock Market? with Amir Goren

2023/10/9
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WTFinance

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Interview recorded - 6th of October, 2023On this episode of the WTFinance podcast I have the pleasure of speaking with Amir Goren - Principal at the Economic Defense Fund. During our conversation we spoke about whether a FED pivot will cause a stock market crash, what impact interest rates have on markets, strong economic drivers and how long the future recession could be. I hope you enjoy!0:00 - Introduction1:50 - What is Amir seeing in the markets?6:56 - No clear FED expectations could crash markets?10:32 - What would increasing oil prices do to markets?13:32 - Strong employment numbers in the US17:36 - What would influence a pivot?21:42 - What will the future recession be?22:37 - More pain for longer?25:32 - Is there a risk of bonds impacting US government29:49 - How far could the market drop?33:07 - One message to takeaway from our conversation?Amir Goren’s unique investment approach is based on a combination of his macroeconomic analytical and econometric expertise as well as his technological background.He holds a Ph.D in Economics from UC Irvine, MS in Biomedical Enterprise from Harvard and MIT as well as MBA and Bachelors’ in Engineering degrees from Tel Aviv University.Amir Goren - LinkedIn - https://www.linkedin.com/in/amirgoren/Twitter - https://twitter.com/EconomicDefenseSubstack - https://econdef.substack.com/Website - https://www.economicdefensefund.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas