Trading The End of the Cycle And Generating Equity Risk Premium.
This video was originally released on my Patreon. To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️https://www.patreon.com/HughHendryI randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargonA science of profanities.But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,"Aren't you just making this up as you go along ?"A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities.We discuss.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.com⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X📩 Substack👂Listen and 🔥 Subscribe📺 YouTube🎧 Apple Podcasts🎙️ Spotify🎵 Theme Song: Starspeed by MILANOTHIS IS NOT INVESTMENT ADVICE!