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Marko Kolanovic: Might is Right & The New Economic World Order
Manage episode 472010018 series 2938944
Dan Nathan and Marko Kolanovic, Former Chief Market Strategist at JP Morgan, discuss recent market trends on the Risk Reversal Podcast. They explore the state of the S&P and its rapid declines, the geopolitical and policy influences affecting the market, and the implications of US tariffs and trade conflicts. Marko provides insights into the technical dynamics of recent sell-offs, potential recession indicators, and the impact of global fiscal policies. The conversation also touches on corporate CapEx, interest rates, and the outlook for major sectors like tech equities and consumer spending. Marko emphasizes the heightened uncertainty in the current economic environment and the challenges in forecasting market movements.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
768 episodes
Manage episode 472010018 series 2938944
Dan Nathan and Marko Kolanovic, Former Chief Market Strategist at JP Morgan, discuss recent market trends on the Risk Reversal Podcast. They explore the state of the S&P and its rapid declines, the geopolitical and policy influences affecting the market, and the implications of US tariffs and trade conflicts. Marko provides insights into the technical dynamics of recent sell-offs, potential recession indicators, and the impact of global fiscal policies. The conversation also touches on corporate CapEx, interest rates, and the outlook for major sectors like tech equities and consumer spending. Marko emphasizes the heightened uncertainty in the current economic environment and the challenges in forecasting market movements.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
768 episodes
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