Is Bad News Good News in Markets? | After Inflation Returns of Stocks Bonds Commodities
Broken Pie Chart · Broken Pie Chart
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Show Notes
ZEGA Financial CEO Jay Pestrichelli is back to discuss what asset classes have the best real, after inflation returns historically. Plus, is bad news good news around economic releases as it pertains to chances the Fed can't raise rates as much? What would a bad Q1 GDP print mean for markets? Then they discuss the volatility regime and touch on talk about recessions by Deutsche Bank.
Does bad news mean good news if the Fed can't raise rates as much?
Talking real after inflation returns historically and how commodities have lagged
Deutsche Bank calling for a recession
Why raising rates can't solve supply chain issues but can tamp down demand.
Bonds having a bad year
With the Q1 GDP announcement what would surprise the markets?
Midterm elections and the markets
Earnings still growing along with revenues
Market multiple re-rating continues
Mentioned in this Episode:
Contact Derek Moore [email protected]
ZEGA Financial www.zegafinancial.com
Derek Moore's Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
Buy and Hedge by Jay Pestrichelli https://amzn.to/3KA40Se
White Paper On Hedging Low Basis Concentrated Stock positions (right hand side to download) https://zegafinancial.com/products/concentrated-stock