The State of the Nation 2023 – The Post Pandemic/Pre-Recession Interregnum: A Continuation of the Era of Errors.
Once again Grant Cleary goes where angels (and other heavenly creatures of differing states of reality) fear to tread and delivers his views on where the world stands today – post pandemic and pre-recession – and where he thinks it might be headed. He will look back on the predictions he made last year and make a few more for the next phase of the post-pandemic era and will elaborate on why he thinks the recent rally in the capital markets represents (yet another) post-pandemic error that will make the almost certain recession induced bear market much worse than it needed to be. Lastly, he spends some time discussing the investment model he espouses, including its origins in the mid-1980’s at Yale University, and why lowering investment risk really does increase investment returns.
We hope you enjoy!
Here is the link to the State of the Nation 2023 YouTube video