Is This Time Really Different, As Equities Fall Hard?

August 03, 2024 00:23:49
Is This Time Really Different, As Equities Fall Hard?
Digital Finance Analytics (DFA) Blog
Is This Time Really Different, As Equities Fall Hard?

Aug 03 2024 | 00:23:49

/

Show Notes

We are now deep into uncertain territory, as the thesis “this time is different” is being tested by reality, and for now, reality is winning. Investors are running from one side of the boat (hopefully not the titanic), to the other, as a fear of recession iceberg looms for investors still leveraged to the gunnels in AI tech, are hopelessly wrongly positioned for such an event. I can show you thousands of reports claiming this time is different – plenty suggesting the long inverted bond yield curve had lost its power to predict a recession; plenty arguing extreme share market […]

Other Episodes

Episode

February 26, 2026 00:12:02
Episode Cover

No Housing For You, Or You, Or You!

Another report on the housing crisis, this one from Domain, who just released their first-home buyer report 2026. So, we look at their findings...

Listen

Episode 0

November 15, 2023 00:08:35
Episode Cover

Oooch! Wages Up, But Still Below Inflation!

Australian wages accelerated at the fastest pace in over 14 years in the three months through September and reached the Reserve Bank’s forecast peak,...

Listen

Episode 0

November 07, 2022 01:06:41
Episode Cover

Its Edwin's Monday Evening Property Rant [Podcast]

The latest from our property insider Edwin Almeida. We look at the latest listings numbers, the auction of 2022, and all the normal Monday...

Listen