"We NEED A Recession!" Says Wolf Richter, Though He Doesn't See One Happening Soon

"We NEED A Recession!" Says Wolf Richter, Though He Doesn't See One Happening Soon

There are a lot of narratives flying around right now regarding the economy, the stock market, recession risk, jobs, inflation and what's going to happen next year. Given the recent 5%+ Q3 GDP print and one of the best Novembers on record for both stocks and bonds, bulls are back to saying "everything is awesome" again & 2024 will be a great year for making money Bears on the other hand point to near-record levels of overvaluation, recessionary leading indicators and warn the inevitable arrival of the lag effect will see the economy in recession next year and the return of a bear market. When sentiment is full of such crosscurrents, it's prudent to seek the counsel of those who take. cold and calculated look at the data, to see what "is" vs what our biases may want us to see. Which is why we're fortunate to speak with macro analyst Wolf Richter of WolfStreet.com, who will share with us what the charts he regularly compiles are telling him about the true state of today's economy & markets.


To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #inflation #economy

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Episoder(678)

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

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Markets Face A Double-Threat Today | Jim Iuorio

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Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

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7 Okt 1h 3min

Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen

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LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevBanking analyst Chris Whalen expects interest rates to rise "for generations ...

6 Okt 1h 4min

ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento

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4 Okt 42min

Time To Buy Bonds? | Lance Roberts

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ONLY 1 DAY LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conference"Today's bond yields are a gift", says p...

3 Okt 1h 12min

No Living Investor Has Seen A Time Like This Before | Lawrence Lepard

No Living Investor Has Seen A Time Like This Before | Lawrence Lepard

ONLY A FEW DAYS LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLawrence Lepard is convinced anothe...

29 Sep 1h 15min

Is It Becoming A Great Time For Income Investors? | Steven Bavaria

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27 Sep 1h 6min

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