The Bear Market Is Here: What Next?

The Razor’s Edge

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2y ago 58:53

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On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what?

Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what green shoots there are on the supply side, what risks there are on the demand side, how this echoes 2020 (or not), how much crypto contagion worries us, and why it’s tricky picking individual names.

Topics Covered

2:00 minute mark – An apocalyptic moment? Maybe not
10:00 – Is supply solving itself just as demand is weakening?
20:00 – The energy pullback – why was it predictable
23:00 – The echoes of March 2020
30:00 – Crypto contagion and its risks
38:00 – Opportunities in the current market
48:00 – What if inflation doesn’t slow down?
52:00 – The challenge of individual names and the hopes for a quiet summer

100 에피소드

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