US Economy About to Hit the Wall? | Lacy Hunt's Warning and the 2023 Global Asset Standout

What's Not Priced In

Greg Canavan dives into the current state of the major US and Aussie stock indices in this episode of What’s Not Priced In... The prevailing downtrends are signaling a significant shift, with tight monetary policy already impacting market liquidity.

And it’s only just starting. Lacy Hunt’s latest quarterly outlook shows you the US economy is about the hit the wall.

This is crucial analysis because despite the recent market weakness, Lacy’s big picture views are certainly not priced in. Prepare for an in-depth exploration as I share key excerpts from his report, providing crucial insights into the potential challenges ahead.

Apologies in advance for the verbatim reading of Lacy's report, but the importance of gaining a comprehensive understanding of his foresight cannot be overstated.

For those unfamiliar of Lacy, do yourself a favour and read his latest work here: https://fattail.com.au/wp-content/uploads/2023/10/HIM2023Q3NP.pdf

Finally, we have a special guest, Ryan Dinse, joining the conversation to shed light on the best-performing global asset in 2023 and why he believes there's more to come.

If you want to find out more about what Ryan does, click this link: https://fattail.com.au/editor/ryan-dinse/

To learn about Greg's premium service Fat Tail Investment Advisory go here.

For more free research, check out Money Morning Australia.

Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch

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