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Is This the Setup for a Recession? Markets Stay Calm Amid Rising Risks
Mike Armstrong and Marc Fandetti examine whether markets are underestimating growing recession risks.
With oil prices climbing amid escalating tensions involving Iran, historically high equity valuations, stubborn inflation, and renewed concerns in private credit, Mike and Marc ask a critical question: Are investors too complacent?
In this episode, they break down:
• How rising energy prices could slow growth and reignite inflation
• Why elevated stock valuations leave little room for error
• The potential risks building inside private credit markets
• Nvidia’s trillion-dollar AI forecast and…
The skinny
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