Interview recorded - 6th of October, 2023

On this episode of the WTFinance podcast I have the pleasure of speaking with Amir Goren - Principal at the Economic Defense Fund. 

During our conversation we spoke about whether a FED pivot will cause a stock market crash, what impact interest rates have on markets, strong economic drivers and how long the future recession could be. I hope you enjoy!

0:00 - Introduction
1:50 - What is Amir seeing in the markets?
6:56 - No clear FED expectations could crash markets?
10:32 - What would increasing oil prices do to markets?
13:32 - Strong employment numbers in the US
17:36 - What would influence a pivot?
21:42 - What will the future recession be?
22:37 - More pain for longer?
25:32 - Is there a risk of bonds impacting US government
29:49 - How far could the market drop?
33:07 - One message to takeaway from our conversation?

Amir Goren’s unique investment approach is based on a combination of his macroeconomic analytical and econometric expertise as well as his technological background.

He holds a Ph.D in Economics from UC Irvine, MS in Biomedical Enterprise from Harvard and MIT as well as MBA and Bachelors’ in Engineering degrees from Tel Aviv University.

Amir Goren - 

LinkedIn - https://www.linkedin.com/in/amirgoren/
Twitter - https://twitter.com/EconomicDefense
Substack - https://econdef.substack.com/
Website - https://www.economicdefensefund.com/

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas