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Why the market is getting smoked (Ep. 34)
Manage episode 220017834 series 2084503
I’m coming to you from the Nuclear Energy Institute's Fuel Conference (NEI) in Boston.
Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight.
And you know, it’s a funny thing about the market—it doesn’t care what you’ve done… only what you’re going to do.
GDP growth is strong… third-quarter earnings are coming in +22%... but the market is getting smoked.
It’s pricing in the potential negative implications from Chinese tariffs, rising interest rates, rising input costs, difficulty raising prices, and a strong dollar…
So how are professional allocators thinking about the market uncertainty? My guest, former NFL linebacker-turned-businessman Chad Cascadden, talks to them regularly… and shares his take.
75 episode
Manage episode 220017834 series 2084503
I’m coming to you from the Nuclear Energy Institute's Fuel Conference (NEI) in Boston.
Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight.
And you know, it’s a funny thing about the market—it doesn’t care what you’ve done… only what you’re going to do.
GDP growth is strong… third-quarter earnings are coming in +22%... but the market is getting smoked.
It’s pricing in the potential negative implications from Chinese tariffs, rising interest rates, rising input costs, difficulty raising prices, and a strong dollar…
So how are professional allocators thinking about the market uncertainty? My guest, former NFL linebacker-turned-businessman Chad Cascadden, talks to them regularly… and shares his take.
75 episode
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