Adam Kobeissi, Founder and Editor-In-Chief of The Kobeissi Letter, discusses the challenges facing the real economy, and his outlook for stock markets.

*This video was recorded on July 1, 2024

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0:00 - Intro

1:17 - Bond market

5:05 - Fed policy

7:05 - Inflation outlook

9:27 - Labor market

15:14 - “It’s a crazy world”

16:35 - Stock markets

20:10 - Recession vs. Soft landing

23:20 - Small businesses can’t pay rent

26:14 - Banks

27:46 - Asset allocation

28:43 - U.S. dollar

30:00 - Bitcoin

#stocks #economy #investing