Season 1 · Episode 58
Critical Regime Shift Confirmed for Global Equities
January 31, 202316m 43s
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Show Notes
While the FOMC continues its gentle tapping on the brakes, Rareview Capital’s CIO Neil Azous discusses recent signs of optimism for US stocks taking place earlier in January. Neil explains why disinflation is now more important for the US economy than recession talk.
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Note: Any performance figures mentioned in this podcast are as of the date of recording (January 26, 2023)