Macro Expert Tom Lee | What's Next For Markets? - podcast episode cover

Macro Expert Tom Lee | What's Next For Markets?

Aug 07, 202449 min
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Episode description

In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over? 
Our guest, Tom Lee, doesn’t think so.


We aim to answer several key questions:
Why did markets take a hit on Monday? Is there more pain to come?
Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?


And finally, Tom's Price Predictions.


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TIMESTAMPS


00:00 Intro
04:51 Welcome Tom Lee
09:39 How Bad Was This Really?
13:12 Is It Over?
19:22 What Happens Next?
22:22 Carry Trade Risk
23:52 The Recession Case
28:00 Comparing To The Past
31:35 Why Tom Was Right
36:05 Wall St Temp Check
40:42 BTC And ETH Price Predictions
43:14 Election Impact


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RESOURCES


Tom on X: https://x.com/fundstrat 


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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

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