Episode Details
| Title | A Soft Landing Is Unrealistic | Andy Constan |
|---|---|
| Date | 7/17/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $Assets (General) - Advocating for long-term investment in assets.
- “For most of the listeners, including myself, the best way to invest is to be long assets and never touch them for 20 years.” - Andy (0:00)
- “Beta is free money. If you hold assets for long enough, you are the casino.” - Andy (0:00)
- 🟢 $Equities (General) - 🔒
- 🟢 $Financial Assets (General) - 🔒
- 🟢 $Retail Sales - 🔒
- 🟢 $Cash - 🔒
Bearish:
- 🔻 $Equities - 🔒
- 🔻 $Bonds - 🔒
- 🔻 $2-Year Treasury Notes - 🔒
- 🔻 $10-Year Treasury Notes - 🔒
- 🔻 $30-Year Treasury Bonds - 🔒
- 🔻 $Financial Conditions (General) - 🔒