Will macroeconomic shocks lead to business cycle recession?
May 6, 2025 ·
53m 30s
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Description
The importance of asset allocation and how investors can achieve alpha, according to https://seekingalpha.com/checkout/mp_86?plan_id=full_annual&source=ie_podcast:macroeconomic_shocks (1:40). 3 major shocks facing the US economy (4:30). Why https://seekingalpha.com/news/4437731-us-gdp-contracts-in-q1-weaker-than-expected?source=ie_podcast:macroeconomic_shocks number was actually good (11:00)....
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The importance of asset allocation and how investors can achieve alpha, according to James Kostohryz (1:40). 3 major shocks facing the US economy (4:30). Why Q1 GDP number was actually good (11:00). Iran, Israel, the US, and global oil prices (17:00). Look closely at monthly economic data, especially weekly jobless claims (28:10). No longer bullish on gold (33:20). (SDS) and going short on implied volatility (35:15). How dependent the US is on international trade, China in particular (41:50).
Show Notes:
Gold Is No Longer Safe: Why I'm Taking Profits On Gold And Miners
Will War Trigger A Bear Market And Spike In Oil?
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For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Show Notes:
Gold Is No Longer Safe: Why I'm Taking Profits On Gold And Miners
Will War Trigger A Bear Market And Spike In Oil?
Show transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
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