economy
7 statements across 6 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Sep 6, 2017 by John Callaghan · across every show →
Everything said about economy, oldest first
Sep 6, 2017 positive
Mar 30, 2020 positive
Jul 20, 2020 negative
Jan 4, 2021 bullish
Howard Marks: Strong economic recovery will follow COVID-19 herd immunity
“I personally believe that when we get to herd immunity, And when the number of cases falls, you know, radically, by which I mean, I guess, you know, a few hundred a day or so, I think that we'll have a very good recovery in the economy and in employment.”
Sep 29, 2025 neutral
Ross: Markets are only overheated if macro factors hinder corporate success
“In terms of whether or not the economy is overheated, I think one of the best predictors of that is, is the economy getting in the way of the success of the companies. If it's not getting in the way, then I don't think it's overheated.”
Sep 29, 2025 bullish
Jan 5, 2026 negative
Chang: Regulators are incentivized to be risk-averse, harming economic growth
“The issue with, the issue is like the bigger you get, I guess more scared the regulators are of you because if you succeed, they have no upside. They don't get a bigger bonus. But if you fail, like they might lose their jobs. So it's ultimately like, you know,…”