Show Notes

(00:25) - (First question) - What he believes The Fed is likely to do based off the current economic cycle

(03:19) - The inflationary pressure on The Fed even though tech is replacing the workforce

(05:11) - His explanation of price over volume

(07:56) - How temporary price over volume is and its impact on consumer spending

(12:09) - Current consumer spending money and where it's coming from

(14:43) - Ignoring the coastal markets and focus on middle America

(16:51) - What he thinks is slowing consumers

(18:30) - The revenge of the middle and its meaning for economic stability

(19:40) - His view on soft landings in the market and which sectors are affected

(21:55) - His take on the travel and leisure sector

(23:59) - A look at the current residential and commercial real estate markets

(28:38) - Red flag market areas he thinks people should be weary of

(30:41) - Contagion risk caused by potential private sector collapses

(32:31) - Whether he thinks The Fed missteps or not

(34:48) - Global turmoil and its impact on market portfolios

(37:59) - How he positions his portfolio building based off of global risk

(39:31) - His favorite out-of-consensus bet