We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market
This episode of Last Call breaks down one of the most confusing market environments in recent memory: why stocks continue to rise despite war, oil shocks, and growing macro risks. Through conversations with Jim Paulsen, Ben Hunt, Kevin Muir, and Brent Kochuba, we explore the tension between strong earnings, hidden risks in private credit and global growth, and the powerful role of flows and positioning in driving markets higher.
Follow Last Call on Spotify
Follow Last Call on Apple Podcasts
Topics Covered
Why markets are ignoring war, oil shocks, and geopolitical risk
The “supernova”…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.