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Kevin Duffy: Federal Reserve & Markets Flunking the Marshmallow Test

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Content provided by Mo Dawoud, Jason Burack, and John Manfreda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mo Dawoud, Jason Burack, and John Manfreda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason Burack of Wall St for Main St interviewed returning guest, hedge fund manager Kevin Duffy of Bearing Asset Management http://www.bearingasset.com/. Kevin has over 30 years of experience working in the financial industry and over 20 years of experience successfully shorting stocks. Kevin runs his hedge fund with partner, Bill Laggner. Kevin's Twitter handle: @kevinduffy1929 Dave Kranzler article on potential black swans: http://investmentresearchdynamics.com... During this 40+ minute interview, Kevin discusses the presentation he gave a few weeks ago at Jim Grant's, Grant's Interest Rate Observer Investment Conference called, "Mr. Market Flunks the Marshmallow Test." Jason asks Kevin about current stock market valuations relative to historical stock market valuations, why retail is crashing, and the damage artificially low interest rates have done.

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243 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 01, 2024 14:12 (1+ y ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 176137619 series 129946
Content provided by Mo Dawoud, Jason Burack, and John Manfreda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mo Dawoud, Jason Burack, and John Manfreda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason Burack of Wall St for Main St interviewed returning guest, hedge fund manager Kevin Duffy of Bearing Asset Management http://www.bearingasset.com/. Kevin has over 30 years of experience working in the financial industry and over 20 years of experience successfully shorting stocks. Kevin runs his hedge fund with partner, Bill Laggner. Kevin's Twitter handle: @kevinduffy1929 Dave Kranzler article on potential black swans: http://investmentresearchdynamics.com... During this 40+ minute interview, Kevin discusses the presentation he gave a few weeks ago at Jim Grant's, Grant's Interest Rate Observer Investment Conference called, "Mr. Market Flunks the Marshmallow Test." Jason asks Kevin about current stock market valuations relative to historical stock market valuations, why retail is crashing, and the damage artificially low interest rates have done.

  continue reading

243 episodes

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