Episode #11

We are in a Recession

04.06.2023

It appears that not only are we in a recession, but there are some technical signals that we may already be coming out of it. This week Drew lays out the case that a steep recession may have started last fall, and he takes a historical dive into the timing of prior recessions and stock market recoveries. He explores the possibility, despite all the negative news, that we may be on the cusp of the next bull run and that divesting from equities at this stage of the cycle may be a great mistake. He also explores whether investors may want to consider longer term bonds.