Bonds and stocks are telling a very different story at the moment. Stocks have recovered from the shock of the US banking failures and are rallying, whereas government bond markets remain very jittery and seem to be signalling a recession. In this video, I show you the evidence for and against an economic recovery, and explain which market I think is right.

To find out more about becoming a pensioncraft.com Premium member, so that you can access the trackers I show you in this video and many other membership benefits, use this link [ Ссылка ]

Timestamps
00:00 Introduction
00:33 The Bull Case From Stocks
02:21 Big Banks Okay
03:34 The Fed Broke Something
06:14 So The Fed Will Start Cutting Rate
09:42 The Bear Case
11:10 Paying More For Lower Profits
12:42 Regional Banks Not Okay
14:08 Who's Right?

What Else PensionCraft Offers:
💡 Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: [ Ссылка ]
📰 Sign up for our free weekly market roundup to get news and views about what's going on in the stock market and wider economy [ Ссылка ]
📖 Understand investment in more depth with my online courses [ Ссылка ]
❓ Join PensionCraft on YouTube and you’ll be supporting me to make more content and I will answer your questions and respond to your comments on YouTube as a priority [ Ссылка ]

Where Else You Can Find Me
🎧Check out our weekly podcast "Many Happy Returns" on your podcast provider of choice [ Ссылка ]
🌐 Website - [ Ссылка ]
📱 Twitter - [ Ссылка ]
👨 Facebook - [ Ссылка ]
🔗 Linkedin - [ Ссылка ]

Tools I Use To Create My Videos
✔️ My primary data source is SharePad and an affiliate link for this is here [ Ссылка ] (This link provides new users with a special offer and gives me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
✔️ Kdenlive to edit my videos

Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist [ Ссылка ]
📹 Income Investing playlist [ Ссылка ]
📹 Investing With Vanguard playlist [ Ссылка ]
📹 Portfolio Building Blocks playlist [ Ссылка ]

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

свернуть