Episode Details
| Title | The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan |
|---|---|
| Date | 8/1/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $Equities - Equities are seen as the simplest and most straightforward place to invest money.
- “I think equities are probably the simplest place to put your money... it's a far easier story than any other asset class.” - Danny (0:00)
- “I think from a put your money somewhere standpoint, it's a far easier story than any other asset class.” - Danny (0:00)
- 🟢 $Precious metals - 🔒
- 🟢 $Commodities - 🔒
- 🟢 $T-bills - 🔒
- 🟢 $Small businesses - 🔒
- 🟢 $UK currency - 🔒
Bearish:
- 🔻 $Front-end bonds - 🔒
- 🔻 $10-year bonds - 🔒