The Wall Street year-ahead “outlook notes” are like the swallows returning to Capistrano … next year will be a stock-picker’s market, and we should be cautiously optimistic.
But we’re seeing a turn in the weather with our Narrative Indices …
Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a “political utility” where “number go up” has become the prevailing faith.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
I am 60 years old.
I am a (very) patriotic American.
I have never felt represented by any elected official.
Never.
The road to hell is paved with good intentions. But how often does that actually happen? Why do good intentions go so wrong? And what makes it so difficult to course correct? Those are the questions explored by Harper Hunt and Rusty Guinn in this episode of Cursed Knowledge.
In this episode of The Intentional Investor, host Matt Zeigler sits down with Jared Dillian – former Lehman Brothers trader, acclaimed newsletter writer, and author – for a captivating conversation about the unexpected paths that shape a life’s work. From his early days as a Coast Guard officer to becoming a Wall Street trader, and ultimately finding his voice as a writer, Dillian shares candid insights about his journey.
Structure of Financial Crisis (the bonfire)
Necessary Conditions of Crisis (the kindling)
Catalysts of Crisis (the match)
So What Do We Do About It?
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Phnom Penh is a young city chock full of kids. They are everywhere, and they bring a positive energy, warmth, and joy that no amount of adult diversions — no amount of bars, casinos, exceptional cuisine, and museums — can replicate, because nothing warms the heart like a big smile from a tiny face.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.