046: Economic Indicators and the Stock Market

 

On today’s episode, I’m talking with economist and trader, Frances Newton Stacy. She works for Optimal Capital as the director of portfolio strategy. Frances is also a frequent guest on both CNBC, as well as Fox Business News as a commentator on Central Bank Policy. She also blogs about the trading community by helping to recognize key cycles and significant support and resistance levels. We’re talking about economic policy and what’s going on in the stock market. 

Minute Markers:

00:32 – Introductions

01:50 – Frances’ background

03:36 – Where the stock market is now

04:07 – What is inflation?

04:33 – Late cycle

06:43 – Repo operation

08:00 – The P is historically high

09:18 – The valuation stretch

09:49 – The mechanisms of debt

11:35 – The big reversion

13:00 – Defining inflation

14:37 – Deflation

16:33 – Raising rates too much too fast

21:49 – Why debt? What is debt?

23:35 – Technical recession 

26:50 – Real estate investments and the future

30:10 – Reaching out to Frances Newton Stacy

31:11 – Thank you for listening to the Big Mike Fund Podcast

Resources:

Frances Newton Stacy, Twitter

Frances Newton Stacy, email: frances@optimalcapital.com

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