The Exchange cover image

The Exchange 8/1/23

The Exchange

00:00

Is Cash Attracted?

A year ago at this point, 90% of economists were saying there was either going, we were either in a recession or one was imminent. But that doesn't mean as it would historically that there's necessarily a recession coming because the amplitude of those bettors and worse is so extreme. So I think we have to take that into account here. For a while it seemed like it was T-bills and then the stock's ripped higher. And now you go, well, do you chase the market here after this move that we've seen? Or do you kind of pivot and go,Well, maybe these yields early? That's what I'm trying to figure out.

Play episode from 14:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app