FOMO Grips Traders As Inflation Deflates (For Now). [Podcast]

July 29, 2023 00:28:06
FOMO Grips Traders As Inflation Deflates (For Now). [Podcast]
Digital Finance Analytics (DFA) Blog
FOMO Grips Traders As Inflation Deflates (For Now). [Podcast]

Jul 29 2023 | 00:28:06

/

Show Notes

Well, dangerous investor euphoria is now spreading like a rash on the belief, at least in the US, of a perfect soft landing as inflation is vanquished, without a recession. Cash and hedges are out, replaced by demand for everything from small caps to meme stocks. Industrial shares are on a tear, junk-bond spreads are […]

Other Episodes

Episode

April 22, 2025 01:40:29
Episode Cover

DFA Live Q&A Replay: Is The Financial System Breaking (And What’s Next): With Adam Stokes

This is an edited version of a live discussion as I explore the latest market dynamics even as tariffs wreck the joint, and treasury...

Listen

Episode 0

January 04, 2021 00:12:17
Episode Cover

Are The Markets Fundamentally Broken? [Podcast]

Two opposing points of view currently exist, in tension to each other. Some argue the Central Bank Stimulus, QE and low rates will drive...

Listen

Episode 0

November 24, 2019 00:10:09
Episode Cover

OK, Boomer!! [Podcast]

Joe Wilkes and I discuss the Boomers' dilemma. https://www.linkedin.com/in/joe-wilkes-33803818/

Listen