Trading The End of the Cycle And Generating Equity Risk Premium.

The ACID Capitalist Podcast

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I randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.

I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargon

A science of profanities.

But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,

"Aren't you just making this up as you go along ?"

A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.

Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities.

We discuss.

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