Things Are Shifting.
Apr 14, 2024•1 hr 1 min•Season 4Ep. 13
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Summary
Liam Allen and Morris Sachs open with reactions to recent market shifts and geopolitical tensions in the Middle East, drawing parallels to historical conflicts and the role of diplomacy versus overwhelming force. Morris then delves into market preparation strategies for significant events, emphasizing stress-testing positions and the importance of holding cash. A core theme explores how classical economic models fail to account for behavioral economics, particularly after unprecedented events like COVID-19, leading to forecasting errors. The hosts also touch upon the Fed's inflation battle, the New York real estate market, and share personal trading lessons, including a past disastrous oil trade, concluding with a promotion for Old Chestnut's new office tower.Episode description
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