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Trading The End of the Cycle And Generating Equity Risk Premium.

Trading The End of the Cycle And Generating Equity Risk Premium.

FromThe ACID Capitalist Podcast


Trading The End of the Cycle And Generating Equity Risk Premium.

FromThe ACID Capitalist Podcast

ratings:
Length:
19 minutes
Released:
Oct 1, 2023
Format:
Podcast episode

Description

This video was originally released on my Patreon. To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️https://www.patreon.com/HughHendryI randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargonA science of profanities.But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,"Aren't you just making this up as you go along ?"A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities.We discuss.
Released:
Oct 1, 2023
Format:
Podcast episode

Titles in the series (30)

Robert Mugabe’s henchmen once threatened to throw him out of a plane at 30,000 feet, and the good people of Iceland sent him death threats when he foretold them of their future bankruptcy. The seal who assassinated Osama bin Laden taught him to shoot, and he’s dined with the CIA in a North Korean embassy in the northern states of China.His name is Hugh Hendry, and he was born in a city so grey it’s known as rain town, his apparent destiny to be a supermarket truck driver. It didn’t work out like that.