Ep 405. Market Reactions Amidst Iran Conflict
This episode dives into the market’s surprisingly calm reaction to global tensions, including Iran, and what it signals about where the economy may be headed. David breaks down the growing disconnect between soaring asset prices and struggling consumers in today’s “K-shaped” economy, while also unpacking tariffs, Fed leadership drama, and rising national debt. The big question: are markets seeing stability ahead—or ignoring risks that could catch investors off guard?
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This episode dives into the market’s surprisingly calm reaction to global tensions, including Iran, and what it signals about where the economy may be headed. David breaks down the growing disconnect between soaring asset prices and struggling consumers in today’s “K-shaped” economy, while also unpacking tariffs, Fed leadership drama, and rising national debt. The big question: are markets seeing stability ahead—or ignoring risks that could catch investors off guard?
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