Risks Point to Downside in 2024: Kyrill Asatur, Centerfin

The Contrarian Investor Podcast

This podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same day. This is just one of the benefits of becoming a premium subscriber. The others are detailed on our Supercast or Substack pages. Kyrill Asatur, co-founder and CEO of Centerfin, re-joins the podcast to discuss his views going into 2024 and the likelihood there won't be a 'soft landing' for the economy next year. Content Highlights

• Consensus estimates for 2024 are going to be wrong, just like they were for this year and every year before it (2:12);
• Coming in to this year the banking sector was a concern, though as it turned out for the wrong reasons (4:39);
• The catalyst for the reversal this fall and the new, dovish Fed (7:26);
• The contrarian call is that they're won't be a soft landing -- or a stock market crash (11:44);
• Possible explanation for the 'Fed pivot' (16:48);
• How the guest is allocating assets going into 2024 (23:56);
• Artificial Intelligence (AI) discussion (29:02).

More on Kyrill Asatur and Centerfin:

• Website: Centerfin.co;
• Twitter: @WallStHobbes;
• LinkedIn page;
• Facebook: CenterfinHQ;
• Instagram: @CenterfinHQ.

This podcast is for informational purposes only. Nothing here is intended as investment advice. Do your own research, make your own decisions.