The Four Most Important Market Indicators (with Josh and Tom Lee)

<p>Josh here - I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what's happening in the markets.&nbsp;</p><br /><p>Tom cites four indicators he uses to explain current trends and think about where markets and the economy might be headed. Among them, credit spreads, demographics and volatility.&nbsp;</p><br /><p>Tom also talks about his bullish stance and why he isn't terribly worried about the yield curve inversion we saw this summer.&nbsp;</p><br /><p>You can learn more about Tom's work at the site:&nbsp;</p><p><a href="https://fsinsight.com/" target="_blank">https://fsinsight.com/</a></p><br /><p>Follow Tom Lee on Twitter here:</p><p><a href="https://twitter.com/fundstrat" target="_blank">https://twitter.com/fundstrat</a></p><br /><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</a></p><br /><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy</a> for more information.</p>