Скачать или смотреть Are we headed for a crash?

You’ve seen the scary headlines about recessions, but what’s the current status of the U.S. economy?

I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research.

Tune in to find out:

What is Sam’s take on the current state of the economy and his outlook to later this year and 2024?

Why do we sometimes see scary headlines while the stock market keeps hitting new highs?

Is inflation finally under control, or are there nasty surprises on the horizon?

Where are some great hunting grounds for the best investment opportunities today?

Chapters
01:12 - Who is Sam Burns?
05:25 - How is the economy different from the markets?
08:00 - Does the market have a short or long term time horizon?
09:37 - Sam's take on the markets right now
15:50 - Likelihood of soft landing vs recession scenario
18:48 - Can the economy tilt to a recession?
26:57 - What's happening in real estate?
30:38 - Places to look for good investment opportunities
33:08 - Sam's comments on fixed income spreads
35:25 - What makes the market take off from the economy's performance?

Sam has a wealth of knowledge and I learned a lot during our conversation. Check out more from Sam below:

Follow Sam on Twitter/X:
  / millstresearch  

Connect with Sam on LinkedIn:
  / sam-burns-cfa-53a51a4  

Check out Mill Street Research for their in-depth high quality research services:
https://www.millstreetresearch.com/

Wall Street Vision podcast:
https://wallstreetvision.com