In this Bloomberg Interview, I talk about the macro backdrop I see forming as we head into the second half of 2024.
For in-depth details on my perspective, check out my Substack notes, which were also a CLUB/EDGE post on Monday, June 24th.
00:00 Introduction
01:44 Impact Of Yields On The Market
02:08 Economic Concerns And Market Dynamics
03:26 Global Credit And Central Bank Policies
03:56 Predictions For Federal Rate Cuts
04:50 Market Overextension And Economic Indicators
05:28 Election Year Impact On Market Trends