Where is The Recession? | Bloomberg Interview

On August 9th 2023 I was invited on to Bloomberg where I discussed how the market has performed in 2023 so far and where I think it is heading.

One question I wonder about is why a recession hasn’t happened yet? Why was the 2023 recession delayed?

We also talked about:

- The potential Energy plays going on in the 2023 market

- My thoughts on Nike in 2023

- The slow moving China market growth

- Where I am on inflation watch for the rest of the year

And so much more.

 

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