Hey everyone, if you liked this podcast, go behind the pay wall to get privilege access

to the smartest minds and finance.

Join the Real Vision community and learn how to become a better investor.

Visit realvision.com slash RVPod and use the promo code podcast 10 to get 10% off our

central membership for the first year.

And now to today's episode.

What's happening? Good people. Thanks for tuning in. Having a beer with Tony Greer. I just

want you to know I'm holding out my end of the bargain with a freezing cold Bud Light

and a cooler of two to back it up. I'm very excited to hear a couple of questions about

anything, but we're going to start talking about markets. I'm going to answer a couple

of questions that have been sitting there in the queue. And I'm going to just go right

into a short pitch on what I think about the world. I'd love to hear any kind of push,

pushback or agreements or change the subject if you like. We're going to try to keep it

rolling here and I'm going to try to stay in my wheelhouse. I may not answer questions

that I have no answer to or just pass on them if you're writing them in and I don't have

a view. But if you keep them coming, we'll keep this going live as long as we can.

I don't really have any place to go. So the way I'm looking at the world right now, which

is on my usual extremely short term basis, you know, over the time frame over the next

couple of weeks, what I see, what I see happening is first, I sense a broad recession imminent

sentiment on Twitter that I think is very real and vibrant and maybe 100 percent correct.

As I always say, I'm not a biologist and I don't know if we're going into or coming out

of a recession. I know the markets saw a recession with two negative quarters of GDP growth.

...