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"The Enemy Of My Enemy Is My Friend"

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Manage episode 508900097 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz 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.

In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discuss the historical examples from the 1950s, 60s, 70s, 80s, and 90s to demonstrate how higher unemployment can actually be beneficial for stock prices in periods of inflation. The conversation covers the changing market dynamics post-2022's inflation shock and how current market behaviors differ from recent periods of rising unemployment. The episode aims to provide clarity on the counterintuitive relationship between bad news and market performance.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 508900097 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz 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.

In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discuss the historical examples from the 1950s, 60s, 70s, 80s, and 90s to demonstrate how higher unemployment can actually be beneficial for stock prices in periods of inflation. The conversation covers the changing market dynamics post-2022's inflation shock and how current market behaviors differ from recent periods of rising unemployment. The episode aims to provide clarity on the counterintuitive relationship between bad news and market performance.

  continue reading

39 episodes

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