Listen "Backwards Pants"
Episode Synopsis
Will and Adam provide their perspective on the market impact of events in Israel and Gaza, which come at a perilous time from a market perspective with yields reaching psychologically important levels. We also discuss how flows into passive funds have had an outsized impact on the so-called Magnificent Seven stocks and juxtapose their performance (and valuation) versus the rest of the market. Finally, we look at some real-time data on what is happening for economic canaries like shipping and small business. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
More episodes of the podcast Tea and Crumpets
Christmas Present
23/12/2025
Ish
09/12/2025
I Have Two Gavels. One for Each of You.
19/11/2025
Red October?
02/10/2025
Hot Pot Paranoia
11/09/2025
The Gilded Age
26/08/2025
Demise of the Switchboard Operator
06/08/2025
Dear Jerome
15/07/2025
Black Eye
17/06/2025
The Swamp Always Wins
15/05/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.