Recession Risk Analysis: Jeff Schultze's Perspective on the Economy [2023]

Jeff Schultze, head of economic and market strategy at ClearBridge Investments, discusses the possibility of a recession and the current state of the economy. He shares insights on recession risk indicators, the consumer's financial health, the banking system, and the Federal Reserve's ability to respond.
WEALTHTRACK Episode 2023, published on December 1, 2023
More Info: wealthtrack.com/strategist-je...
ClearBridge’s Anatomy of a Recession Dashboard: www.clearbridgeinvestments.co...

[@Gabber44906]

7 stocks have juiced the markets. Completely unsustainable

[@VegasVaron]

Over the long run actively managed fund will NOT beat a well deversified passive investment fund e.g. the ETF SPY.

[@DavidMeadorSC]

VOO has the lowest fee for an SP500 ETF.

[@Gabber44906]

So where is the recession?????

[@jonathanmagic5633]

Great interview, he's also a good salesman, lol.

[@vb4567]

How will politics change or affect the potential for recession next year as the party in power tries to juice the economy?

[@mr2981]

Not unexpectedly a complete waste of time. FIfteen minutes of how his predictions were wrong, but that they really weren't wrong because blah blah blah. If you 'predict' there will be a future downturn, you have a 100% chance of being right, because eventually there will be. There always is.

[@brianhollenbeck8633]

🧸or 🐂?