Predicting The Next Recession Using Unemployment
ฝัง
- เผยแพร่เมื่อ 27 มิ.ย. 2024
- On this episode of What Did We Learn, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the biggest misconceptions in the market, Nvidia and tech overcrowding, energy and oil stocks, the Sahm Rule Recession Indicator and much more!
For more from Nick and Jessica, check out the DataTrek TH-cam channel:
@NickColasandJessicaRabe
And to learn more about DataTrek Research, visit the homepage here:
datatrekresearch.com/
►00:00 - Intro
►01:49 - The Biggest Misconceptions
►07:27 - The Second Half of 2024
►09:20 - The Impacts of the Election
►10:56 - Energy and Oil
►13:10 - Treasury Yields
►15:45 - Nvidia and Tech Overcrowding
►20:04 - Sahm Rule Recession Indicator
►26:17 - Large vs. Small Caps
FRED Data:
fred.stlouisfed.org/series/SA...
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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#thecompound #investing #stockmarket - บันเทิง
I learn every time I listen to Nick & Jessica. Thx
Right on 🥳🥳✌️
Thanks very much, we're so glad you find it useful!
💯
I learn *and* have a good time doing it. These two could have a pod on the channel and I would thirst for it like a demon.
I love their straightforward replies. No "story", just the facts.
We're so glad, thank you for watching!
Great thing to see when I pull up the TH-cam app!! I love these appearances from the DataTrek duo!
Thanks very much!!
Nick and Jessica both give such digestible information. Definitely a favorite guest
Thank you!!
Appreciate your content!
Chris Hayes knows! 🥳✌️
I hit the thumbs up button before the show even started. I know Nick and Jessica are gonna be good.
Thanks very much for your support!
Always good content and a good discussion with Nick and Jessica.
Thanks very much!
Excellent work, thank you.
Thank you for watching!!
a value added discussion thanks
These are the best episodes you all do. Much appreciated!
Thank you!!
I always click thumb up even before watching the episode when Nick and Jessica show up😊. Always appreciate the information and knowledge from Nick and Jessica for the average investors. Josh is a jewel too among all the wall Street clowns 😅 Keep up the great work, you all are appreciated!
Thank you Josh. This is such a good service for an average investor like myself.
Thank you for watching!
Great job. Also good job to Josh for protecting his eyes from the sun!
Thank you for watching!
Get them on TCAF! 🎉
So glad you liked it, thank you!
Always look forward to hearing from you three. Bringing the data minus drama and always fascinating, thank you!
Thanks so much for watching!!
I luv when these drop! great show.
Thanks so much!
Nick and Jessica are great. Nick is a statistical encyclopedia!
Nice interview Josh!
Thank you!
I love the Patek Philippe museum. Thanks Jessica. You are awesome Switzerland agrees with you. You look great. Nick you are great too. You both explain in clear terms
Thanks very much!!
Thank you guys for such great content!
Great guests!
Thanks very much!
I ❤ Nick & Jessica!
Wohhoooo just in time for me to enjoy this podcast with my favorite guests while having dinner.
Thank you for watching and for your support!
Josh + Nick + Jessica = Automatic Like
Thanks so much!
Great trio
Thank you!!
Just the best!
Thanks
Party On! ✌️✌️✌️✌️🥳🥳🥳🥳🥳
I like Josh as much as I used to like Rukeyser!
They make stock market easy to understand, I am all in for the current mid cycle bull
Thank you for watching!
Link to FRED data not working.
i been trying to find your bracelet your wearing? i want one in all black. can you tell me what its called or where i can get one
I could make more money selling 20% of Nvidia at highs, then rebuying during corrections. I could. But I'm making so much by just holding... so why take the risk? Genuine question
I'm getting an error "
Hmm. We’re having trouble finding that site" when going to your Fed link
because of interest rates, large caps have more cash no need to borrow...and AI boom.
the answer is NVDU/NVDD
Lets goooo
3.8 + .5 = 4.3
If you cant see this recession , how will you see the next one
There is no current recession
Take an Econ class.
@@michaelmiddleton3311 multiple have been taken and aced.
@@michaelmiller6843
Oh yeah. I'm employed because I work 3 hours a week on min hourly rate.
I'm just eligible for So So Security and that pays more. No recession here as it very well hidden. I'm better off than most because home paid off. For those renting/mortgage it would be near breaking😢
"There is no environment that small cap growth will outperform large cap growth" Josh "this time its different" Brown. Give me a break!