Is This Time Really Different, As Equities Fall Hard?

Digital Finance Analytics (DFA) Blog

Aug 03 2024 | 00:23:49

00:00 / 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 0

May 14, 2023 • 00:31:29

Mortgage Prisoners, Cash Backs Going And Rates Rising: With Steve Mickenbecker! [Podcast]

I caught up with Steve from Canstar to discuss the latest mortgage rate moves, and how this is playing out across households and banks....

Episode

November 23, 2024 • 00:25:44

Markets Reach For The Stars Again, Even As The Ground Shifts Under Foot!

This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in New Zealand and Australia,...

Episode 0

July 15, 2021 • 00:25:52

The Deflation Factor: The DFA Daily 15th July 2021 [Podcast]

The latest edition of our finance and property news digest with a distinctively Australian flavour. In today’s show we explain why deflation not inflation...