At the Money: What Data Matters and What Doesn't
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 13 November 2024
⏱️ 14 minutes
🧾️ Download transcript
Summary
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Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoveries in real-time, including the great financial crisis and its subsequent housing bottom + recovery. He speaks with Barry Ritholtz about the data that matters, and the data that doesn’t, and how investors can tell them apart.
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Transcript
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| 0:00.0 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
| 0:08.6 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
| 0:15.2 | Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's |
| 0:21.0 | driving those gains and losses. If you want to stay plugged into the stock market, but don't |
| 0:25.9 | want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you |
| 0:32.0 | to get informed. Listen a couple times throughout the day to find out what's moving equities and why. |
| 0:39.0 | Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen. |
| 0:44.4 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe. |
| 0:53.0 | Subscribe to Stockmovers, wherever you get your podcasts. |
| 1:00.0 | So remember every picture tells a story, don't it. |
| 1:04.0 | Every picture tells a story, don't it. |
| 1:08.0 | Every picture tells a story, don't it. When it comes to the story, don't it? When it comes to the economy, it seems like everybody has an opinion about what's going to happen next. |
| 1:20.6 | Are we getting a recession? Can we execute a soft landing? |
| 1:23.6 | Is the Fed about to cut rates, or are they standing pat? And what about inflation? |
| 1:29.9 | Has it stabilized in bottom? Or is it about to pick up again? The answer to these questions are |
| 1:35.9 | mostly just opinions, guesses from folks with rather questionable track records. As it turns out, you can cut through all of this confusing noise |
| 1:47.2 | and let the economic data tell you its own story. |
| 1:52.6 | I'm Barry Ritteltz, and on today's edition of At the Money, |
| 1:56.1 | we are going to discuss how to allow economic data to reveal itself to you without the guesswork opinions or the usual pundit pontifications. |
| 2:06.4 | To help us unpack all of this and what it means for your portfolio, let's bring in Bill McBride. |
| 2:12.6 | He runs calculated risk. Bill has used economic data to create opinion-free analysis of the |
| 2:20.6 | economy over the past two decades. And he has accurately identified booms, busts, bubbles, |
... |
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