The banks aren’t providing the best guidance right now as we inch towards a recession. Simply put: they’re concerned, cutting buybacks a bit, hunkering down, and building up a war chest in case we repeat 2008. In Episode #136 of “The Capitalist Investor,” Tony and Derek spend time naming key recession indicators and how everything ties together – even employment, although lately it’s been raising some questions. Wherever you get your news, there’s so much to pay attention to these days but this week is all about anticipating slowdowns before the big headlines come.
Outline of This Episode:
● [2:30] Colossal, complex questions
● [3:00] The beginnings in the job market
● [6:35] Homebuilding rate indicator
● [7:50] Where the pieces connect: the Fed
● [13:55] The banks’ picture
● [16:20] LIV News and Crypto