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Josh here - I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what's happening in the markets.
Tom cites four indicators he uses to explain current trends and think about where markets and the economy might be headed. Among them, credit spreads, demographics and volatility.
Tom also talks about his bullish stance and why he isn't terribly worried about the yield curve inversion we saw this summer.
You can learn more about Tom's work at the site:
https://fsinsight.com/
Follow Tom Lee on Twitter here:
https://twitter.com/fundstrat
1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
http://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-and-conditions/
Hosted on Acast. See acast.com/privacy for more information.
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4.8
19381,938 ratings
Josh here - I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what's happening in the markets.
Tom cites four indicators he uses to explain current trends and think about where markets and the economy might be headed. Among them, credit spreads, demographics and volatility.
Tom also talks about his bullish stance and why he isn't terribly worried about the yield curve inversion we saw this summer.
You can learn more about Tom's work at the site:
https://fsinsight.com/
Follow Tom Lee on Twitter here:
https://twitter.com/fundstrat
1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
http://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-and-conditions/
Hosted on Acast. See acast.com/privacy for more information.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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