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Unveiling Market States and Predicting Recession with Michael Khouw
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Unveiling Market States and Predicting Recession with Michael Khouw

Podcast Of The Week

Prepare to be enlightened! We're revealing the real picture behind the AI hype in the finance industry, exposing the deceptive nature of some statistics, and unlocking the truth of the market's current state. Join us as industry wizard, Michael Khouw, shares his rich experience in finance, options trading, and AI-driven investment strategies. 

Could we be on the brink of a recession that might hit in four to seven months? Let's dissect the factors contributing to this prediction: consumer overstretch, elevated rates, soaring borrowing levels. Discover the role played by robust balance sheets and cash flows in larger companies and the impact of struggling businesses and consumers. Unravel the mystery of central banks' role in money creation and understand the potential economic effects.

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Feel the excitement as we delve into the world of volatility, its impact on market performance, and its correlation with various stocks’ size and cash flow. We dissect the role of the S&P 500 and its mega cap stocks in determining overall market volatility. Navigate the challenges of finding profitable trades in a muted volatility environment. Don't miss this insightful journey into the world of finance, AI, and economics!

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