The Bear Market Is Here: What Next?

The Razor’s Edge

Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

2+ y ago 58:53

MP3•Pagina episodului

On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what?

Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what green shoots there are on the supply side, what risks there are on the demand side, how this echoes 2020 (or not), how much crypto contagion worries us, and why it’s tricky picking individual names.

Topics Covered

2:00 minute mark – An apocalyptic moment? Maybe not
10:00 – Is supply solving itself just as demand is weakening?
20:00 – The energy pullback – why was it predictable
23:00 – The echoes of March 2020
30:00 – Crypto contagion and its risks
38:00 – Opportunities in the current market
48:00 – What if inflation doesn’t slow down?
52:00 – The challenge of individual names and the hopes for a quiet summer

100 episoade

#Trading #Business #Shortman Studios