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Decoding Market Dynamics: Predicting Recessions and Mastering Asset Allocation with Aaron Soderstrom

Decoding Market Dynamics: Predicting Recessions and Mastering Asset Allocation with Aaron Soderstrom

FromLead-Lag Live


Decoding Market Dynamics: Predicting Recessions and Mastering Asset Allocation with Aaron Soderstrom

FromLead-Lag Live

ratings:
Length:
42 minutes
Released:
Jul 6, 2023
Format:
Podcast episode

Description

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.What if you could predict the market’s next move with the precision of a seasoned investor? Brace yourself for a rollercoaster ride through the world of finance with industry expert, Aaron Soderstrom. With 20 years of experience, Aaron unravels the mysteries of the business cycle, shedding light on the interplay of multiple cycles; from labor to credit. As we navigate the intricate terrain of these cycles, we'll uncover how to distinguish between false signals and real market anomalies. Ready to decode the secret language of recessions? Aaron and I tackle the timely topic of recession warning signs, leading indicators, and what they mean for your investments. We'll scrutinize the often-overlooked role of the Federal Reserve in controlling wage inflation and unemployment. On this journey, we'll also consider the impact of AI trading and the Fear of Missing Out (FOMO) on the market dynamics. Stay tuned as we challenge you to shift your perspective on market data.But wait, there's more! We'll venture into the realm of asset allocation amidst recession and how to wield the four macro factors: economic growth, credit risk, inflation expectations, and real rates to your advantage. We'll delve into the practical applications of machine learning and statistics in determining asset allocation, and how inflation expectations can be harnessed for maximum profit. We'll also explore the world of yield curve, its inversion, and what it signals for a recession. Don't miss out on this insightful discourse that's sure to revolutionize your investment game!Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsFoodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Released:
Jul 6, 2023
Format:
Podcast episode

Titles in the series (100)

Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through Twitter Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as he connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagreport on Twitter to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!