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The Daniela Cambone Show

Oct 31, 2022

Marko Papic, chief strategist of alternative investment asset-management firm Clocktower Group, speaks with Daniela Cambone at the 2022 Stansberry Conference and Alliance Meeting in Boston. He warns her, "the Fed is in a really big bind," as the central bank look to ease the pace of rates hikes currently underway. "If we have a shallower recession in 2023 because the Fed arrests the pace of tightening right now," he believes the market could perform well over the next year. "Equity markets are sniffing out a pivot in the inflation cycle," but Papic concludes it's purely political timing.