Dalio Says U.S. Two Years From Downturn as Tax Cut Benefit Fades Hedge fund manager Ray Dalio speaks with Erik Schatzker about the next downturn and the impact of tax cuts. He also discusses debt cycles and the fact that central banks should control the level of debt and take responsibility for bubbles. https://www.youtube.com/watch?v=X1xcQKIl850
Yield Curve Inversion A yield curve inversion is a necessary condition for a recession, but it is not a sufficient condition. We also need a widening of credit spreads and higher real interest rates. And currently, the long end of the yield curve has a normal upward slope. You may also like “Why the Current Business…
Golden Cross Materializes in S&P 500 Price Action JPMorgan’s Philip Camporeale and David Kotok, CIO at Cumberland Advisors, discuss the late cycle euphoria. Rally in equities continues until it stops!
Markets aren’t as bullish as people believe: Expert Thomas Lee, former J.P. Morgan chief U.S. equity strategist, is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He speaks about the current economic cycle and his view of the US stock market. https://www.youtube.com/watch?v=0S2tdAPaEDk
Distinguished Speaker Series: Howard Marks, CFA Legendary investor Howard Marks speaks about risk and return, cycles,… and how should we invest in a low-return world. https://www.youtube.com/watch?v=Q3OlVuGfhUQ
Aswath Damodaran – Laws of Valuation: Revealing the Myths and Misconceptions Aswath Damodaran is professor of corporate finance at the Stern School of Business at New York University, with his unique perspective about equity valuation. Here, he talks about the corporate life cycle, corporate finance, cash flow and the laws of valuation. https://www.youtube.com/watch?v=c20_S-QgvsA
How The Economic Machine Works by Ray Dalio One of the best animated videos about how the economy really works by Ray Dalio. This is an excellent lesson of 30 minutes about economic cycles, productivity, debt… https://www.youtube.com/watch?v=PHe0bXAIuk0