All-Stars #78 Jeff Snider : Market complacency is misplaced!

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 18 November 2019

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced! Link: http://bit.ly/32ZfU29

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:30.3	Macrovoises All Stars episode 78 was recorded on November 18th, 2019.
0:37.3	I'm Eric Townsend.
0:39.0	Alhambra Investments CIO Jeffrey Snyder is back with us today.
0:43.6	As usual, Jeff has prepared a terrific slide deck to accompany today's interview.
0:48.8	We'll be making extensive references to the slides in that deck, so I strongly encourage
0:53.8	you to download it and follow along as we discuss it.
0:58.0	You can find the download link in the description of today's interview on our homepage at macrovoises.com.
1:05.0	Jeff, it's great to have you back.
1:06.9	Now at the end of Q3, everybody was kind of inepanic.
1:12.2	We had everybody talking about recession.
1:15.0	Zero hedge was ablaze with predictions that Q4 of 19 was going to be just like Q4 of 18.
1:22.0	History was going to repeat.
1:23.7	There was going to be a huge risk off event, and the sky was falling.
1:29.2	It seems that now we're into the second half of Q4.
1:32.6	Not only did that not happen, but we're grinding to new all-time highs this week.
1:38.6	It seems like now the narrative has shifted to, okay, that was just a classic case of a growth
1:43.3	scare.
1:44.3	Actually, everything is fine.
	...

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