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Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up

Inflection Point

00:00

What's the Main Mover of Markets?

I think the thing that would make me look, this is my mental framework for how things should probably go. After you have a year like 2020, 2021, even beginning of 2022, there's another shoot, there's a shoot a drop, right? Like, I don't look at what happened in 2021. It was like, oh, well, look at this phenomenal economic growth and this amazing engine that we built in the United States. But honestly, it wasted a lot of people's time as well. A lot of money went to the wrong, the wrong things. And now we have to undo some of that, some of that work.

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