In episode 489, we examine three factors that contributed to this week's big stock market declines, analyze whether a recession is imminent, and review David's recent portfolio changes.

Topics covered include:

The benefits of looking at market and economic trends monthly
How bad was the recent U.S. employment report and what is the Sahm Rule
What are leading economic indicators saying about recession risk
Why the Federal Reserve will be lowering its policy rate, leading to lower cash yields
Why the Japanese yen strengthened, leading to market turmoil
Why investors are rotating from large cap growth to small cap value stocks
How David locked in higher yields