At the Money: What Data Matters and What Doesn't

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 24 April 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

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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0:22.0	Sorry, remember.
0:24.0	Every picture tells was going to do it.
0:27.0	Every picture tells a story, don't it.
0:30.0	Every picture tells a story, don't it.
0:32.0	Every picture tells a story, on it. When it comes to the economy it seems like everybody has an opinion about what's going to
0:37.0	when it comes to the economy it seems like everybody has an opinion about what's going to happen next. Are we getting a recession? Can we
0:45.4	execute a soft landing? Is the Fed about to cut rates or are they standing pat?
0:50.9	And what about inflation? Has it stabilized and bottom or is it
0:55.0	about to pick up again the answer to these questions are mostly just
1:00.0	opinions guesses from folks with rather questionable track records.
1:06.2	As it turns out, you can cut through all of this confusing noise and let the economic data tell you its own story.
1:15.0	I'm Barry Ritholz and on today's edition of
1:18.0	At The Money, we are going to discuss
1:21.0	how to allow economic data to reveal itself to you
1:24.0	without the guesswork opinions or the usual
1:27.0	pundit pontifications.
1:29.0	To help us unpack all of this and what it means for your portfolio.
	...

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