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Markets At Risk Of Serious Correction, Valuations ‘Out Of Whack’ | Moody’s Mark Zandi
Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter".
*This video was recorded on December 2, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Economic View: https://www.economy.com/economicview/
Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html
FOLLOW DAVID LIN:
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Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:35 - Fed’s next move
3:00 - Recession in 2025?
4:10 - Earnings outlook
4:40 - Asset prices getting overvalued
7:00 - Tax cuts and stocks
9:40 - 100% tariffs on BRICS countries?
13:00 - Markets are “increasingly off kilter”
15:00 - Stocks vs. bond yields
17:00 - Long-term equities returns
18:30 - Valuations are “out of whack”
19:40 - Policies that can trigger correction
21:30 - Real wages rising
22:30 - Credit card spending
24:00 - Quits rate
25:17 - Scott Bessent’s 3-3-3 policy
28:00 - Tariffs and deficit
29:33 - Housing market
31:30 - How to avoid the next financial crisis
View all episodes
By The David Lin Report
4.5
2525 ratings
Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter".
*This video was recorded on December 2, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Economic View: https://www.economy.com/economicview/
Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:35 - Fed’s next move
3:00 - Recession in 2025?
4:10 - Earnings outlook
4:40 - Asset prices getting overvalued
7:00 - Tax cuts and stocks
9:40 - 100% tariffs on BRICS countries?
13:00 - Markets are “increasingly off kilter”
15:00 - Stocks vs. bond yields
17:00 - Long-term equities returns
18:30 - Valuations are “out of whack”
19:40 - Policies that can trigger correction
21:30 - Real wages rising
22:30 - Credit card spending
24:00 - Quits rate
25:17 - Scott Bessent’s 3-3-3 policy
28:00 - Tariffs and deficit
29:33 - Housing market
31:30 - How to avoid the next financial crisis
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