49:06

EssentialThe Essential Conversation

This Is the Decade of the Bear

Featuring Eric Johnston and Andreas Steno Larsen

Jun 24, 2022 • 49 minutes

175

6

Essential

The Essential Conversation

This Is the Decade of the Bear

Equity investors need to prepare for a different environment. That begins by adjusting return expectations.

Featuring Eric Johnston and Andreas Steno Larsen

Jun 24, 2022 • 49 minutes

Ignore short-term, headline-driven rallies. According to Eric Johnston, the S&P 500 is headed to the low 3,000s during the next six months. And the Senior Managing Director and Head of Equity Derivatives and Cross Asset at Cantor Fitzgerald says investors must brace for lower equity returns over all time horizons, short-, medium-, and long-term. In conversation with Real Vision’s Andreas Steno Larsen, Johnston argues that the era of accommodative U.S. monetary and fiscal policy is over, with no more easy money for Wall Street from the Federal Reserve or handouts for Main Street from Congress. The narrative around inflation will change quickly because “the Fed is significantly at risk of overshooting.” Johnston makes the case that rapidly slowing inflation will give a boost to bonds in the medium to long term, and he also advocates for Chinese equities. Recorded on June 17, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In