Where Are We In The Bull Market? | Jurrien Timmer
Oct 29, 2024•58 min•Transcript available on Metacast Episode description
In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, the push & pull between earnings and valuations, and the various influences on interest rates. We also delve into when the US debt level becomes a real problem, monetary hedges, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:14) Where Are We in the Bull Market?
(04:22) Is this Bull Market Unique?
(07:07) Economic Resilience to Short Rates
(09:12) Quantitative Tightening & Liquidity
(12:39) Election Impact on Markets
(15:54) Unpacking the Move in Yields
(22:20) Outlook for Risk Assets
(26:39) Earnings vs Valuation
(34:52) Ledger Ad
(35:37) Did We Achieve A Soft Landing?
(37:32) Inflation Reacceleration Risk
(42:02) Gold, Bitcoin & Monetary Hedges
(45:40) Path To Negative Real Rates
(49:07) When Does The US Level Debt Actually Matter?
(56:42) Learn More About Jurrien
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
