Summary: Randy makes the point that the recent equity market action and economic reports suggest the probability of a recession has greatly increased. He will breakdown why the probability has increased, what S&P 500 Index price level would suggest a recession has been priced in and what actions he’s taking for the client assets he manages. We’ve been down this road several times before over the last 10 years, so investors must plan accordingly. In addition, Randy will shed some light on what investment themes have worked well during this secular equity bear market and past recessions. Join Randy each week as he provides current market commentary and delves into timely investment topics.
