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April 24, 2022 | Who’s Got the Macro Story Right?
Danielle Park
Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com
Good update on why bonds are deeply oversold and likely to rebound as economic growth and equities continue lower.
The consumer cyclical segments of the stock market can see the recession, but all the bond market sees is endless inflation. For a change, my money is on how the equity folks see things playing out. Here is a direct video link.
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Danielle Park April 24th, 2022
Posted In: Juggling Dynamite