Fiscal headwinds and unrealistic S&P EPS growth with James Kostohryz

James Kostohryz returns to discuss the multiple economic shocks that might still hit the economy in 2025 (1:40). High inflation expectations, Fed pressure, and interest rates (13:40). Allocation ideas for a recession (19:35). Elon Musk, escalating debt, and the big, beautiful bill (28:10). Israel, Iran, and oil (45:35). What's driving Bitcoin surge (58:40).

Show Notes:
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
Is Elon Musk Right About A US Debt Crisis?
CPI inflation comes in softer than expected in May

Episode transcripts

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