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Critical Regime Shift Confirmed for Global Equities
Season 1
Episode 58
Published 3 years, 1 month ago
Description
While the FOMC continues its gentle tapping on the brakes, Rareview Capital’s CIO Neil Azous discusses recent signs of optimism for US stocks taking place earlier in January. Neil explains why disinflation is now more important for the US economy than recession talk.
Sponsor Information:
Email: nazous@rareviewcapital.com
Note: Any performance figures mentioned in this podcast are as of the date of recording (January 26, 2023)