Bullish Sentiments Rising
Ben and Michael explore the dynamics of inflation and its impact on stock performance, emphasizing that falling inflation may be more bullish for stocks than declining interest rates. Despite prevailing bearish sentiment, Michael expresses a growing bullish outlook, suggesting that the market may be pricing in a recession that could ultimately lead to a bottoming of stocks. The conversation highlights the complex interplay between anticipated economic downturns and actual market behavior.In this clip
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Animal Spirits Podcast
Is a Recession Bullish? (EP.275)
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