Why the real economic crisis has yet to play out – and how to prepare yourself
May 24, 2023•40 min•Ep. 188
Episode description
InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity market optimism about the future of the economy?
When even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on:
- Why the most predicted recession on record hasn’t arrived yet
- Which sectors offer the most promise in this environment
- How to understand the signals each asset class is sending, and
- How to position yourself so your mistakes won’t hurt
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