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Indhold leveret af David Nelson, CFA, David Nelson, and CFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af David Nelson, CFA, David Nelson, and CFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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236,000 - This should be the Fed's next move

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Manage episode 360301652 series 3415392
Indhold leveret af David Nelson, CFA, David Nelson, and CFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af David Nelson, CFA, David Nelson, and CFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The March non-farm payrolls could push the Fed to make a mistake. My take on the market is going to raise some eyebrows. Is it a Mirage. In 6 months from now we'll know if I'm drinking water or sand.
00:00 The Spin
00:18 Good News Bad News
01:24 236,000
02:07 Challenges
02:38 Market Crash?
02:54 Rolling Recession
03:11 Market Mirage
03:23 Jay is terrified of repeating this mistake
03:43 A dark chapter for America
04:03 It's different this time
04:22 Supply shocks
04:57 Fed's next move

  continue reading

51 episoder

Artwork
iconDel
 
Manage episode 360301652 series 3415392
Indhold leveret af David Nelson, CFA, David Nelson, and CFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af David Nelson, CFA, David Nelson, and CFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The March non-farm payrolls could push the Fed to make a mistake. My take on the market is going to raise some eyebrows. Is it a Mirage. In 6 months from now we'll know if I'm drinking water or sand.
00:00 The Spin
00:18 Good News Bad News
01:24 236,000
02:07 Challenges
02:38 Market Crash?
02:54 Rolling Recession
03:11 Market Mirage
03:23 Jay is terrified of repeating this mistake
03:43 A dark chapter for America
04:03 It's different this time
04:22 Supply shocks
04:57 Fed's next move

  continue reading

51 episoder

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