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Bear Market Playbook: Dean Smith Warns of Stagflation and Market Turmoil
Manage episode 483062650 series 3371224
In this Buy Hold Sell Special Report, Wall Street veterans Todd M. Schoenberger and Tobin Smith sit down with Dean Smith, Chief Strategist and Portfolio Manager at FolioBeyond, for a high-stakes conversation on the rising risks of stagflation, market volatility, and the global economic outlook.
Dean shares his bearish perspective on the U.S. economy, citing persistent inflation, unresolved U.S.-China trade tensions, and a Federal Reserve policy misstep as catalysts for continued market disruption. With markets swinging between euphoria and despair, Dean calls for caution and reveals how his quantitative fixed income strategy — FIXP — is navigating turbulent conditions.
Other highlights include:
~ The untold story behind U.S.–EU trade dynamics
~ Why tariffs and inflation may soon strike Main Street
~ The strategic value of mortgage-backed securities in a volatile market
~ A forecast on Jerome Powell’s future and its economic implications
Whether you're a retail investor or institutional player, this episode is a must-watch for anyone trying to make sense of this unpredictable market.
📈 Subscribe to the CrossCheck Media channel on YouTube to stay updated on future episodes and exclusive market insights.
#BuyHoldSell #DeanSmith #FolioBeyond #MarketVolatility #Stagflation #Recession2025 #FIXP #QuantInvesting #FedWatch #InflationRisk #USChinaTrade #JeromePowell #InvestmentStrategy #WallStreetInsights #FixedIncome #BondMarket #Macroeconomics #SmartInvesting #CrossCheckMedia #PortfolioManagement #TobinSmith #BTT #BizTalkTodayTV #ToddSchoenberger #ToddMSchoenberger
264 episodes
Manage episode 483062650 series 3371224
In this Buy Hold Sell Special Report, Wall Street veterans Todd M. Schoenberger and Tobin Smith sit down with Dean Smith, Chief Strategist and Portfolio Manager at FolioBeyond, for a high-stakes conversation on the rising risks of stagflation, market volatility, and the global economic outlook.
Dean shares his bearish perspective on the U.S. economy, citing persistent inflation, unresolved U.S.-China trade tensions, and a Federal Reserve policy misstep as catalysts for continued market disruption. With markets swinging between euphoria and despair, Dean calls for caution and reveals how his quantitative fixed income strategy — FIXP — is navigating turbulent conditions.
Other highlights include:
~ The untold story behind U.S.–EU trade dynamics
~ Why tariffs and inflation may soon strike Main Street
~ The strategic value of mortgage-backed securities in a volatile market
~ A forecast on Jerome Powell’s future and its economic implications
Whether you're a retail investor or institutional player, this episode is a must-watch for anyone trying to make sense of this unpredictable market.
📈 Subscribe to the CrossCheck Media channel on YouTube to stay updated on future episodes and exclusive market insights.
#BuyHoldSell #DeanSmith #FolioBeyond #MarketVolatility #Stagflation #Recession2025 #FIXP #QuantInvesting #FedWatch #InflationRisk #USChinaTrade #JeromePowell #InvestmentStrategy #WallStreetInsights #FixedIncome #BondMarket #Macroeconomics #SmartInvesting #CrossCheckMedia #PortfolioManagement #TobinSmith #BTT #BizTalkTodayTV #ToddSchoenberger #ToddMSchoenberger
264 episodes
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