All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22
The Exchange
00:00
The Fed Will Not Be the Only Game in Town, Will It?
The US markets, I'm not gonna ask you to call the bottom. We've got a technician, Erri Wald, coming up who can do that. When you look out six months, 12 months, we know about inflation and central banks. That will ease out. What's gonna be the next big thing we have to focus on? The consumer is strong. And that, the idea that we're gonna have a systemic challenge coming from the financial system, I don't see it. Again, I see private markets being a real locus of challenge for public markets as well.
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