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ITPM Flash Ep77 An Unlikely Recession Hedge
Manage episode 483117275 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Recession risks may be down to 40%, but that’s still a major threat markets aren’t fully pricing in. In this ITPM Flash update, Anthony Iser breaks down why the risk has only been delayed—not resolved—with unresolved tariffs, weakening consumers, and $15 trillion in debt needing refinancing. He dives deep into how these pressures could hit equity markets and explains why a defensive stock like Costco might not be as safe as it seems. Learn how Anthony’s structured an insurance trade with a strong risk-reward profile to protect against a potential downturn.
148 episodes
Manage episode 483117275 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Recession risks may be down to 40%, but that’s still a major threat markets aren’t fully pricing in. In this ITPM Flash update, Anthony Iser breaks down why the risk has only been delayed—not resolved—with unresolved tariffs, weakening consumers, and $15 trillion in debt needing refinancing. He dives deep into how these pressures could hit equity markets and explains why a defensive stock like Costco might not be as safe as it seems. Learn how Anthony’s structured an insurance trade with a strong risk-reward profile to protect against a potential downturn.
148 episodes
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