Backwards Pants

27/10/2023 43 min Episodio 60
Backwards Pants

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.