Soft Landing

“So my prediction for this year is that the soft landing gets very bumpy. I think that over the last two months of the year, I think markets got super optimistic. They started pricing in big fed rate cuts, you know, let's call it one and a half percent. So we h…”

“For the stock market, I think there has been a pivot away from the interest rate narrative towards the soft landing earnings recovery narrative and that's what the market is betting on”