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Just listened to today's episode. Why is Bloomy (and CNBC) always so gloomy? It is almost like they go out of their way to look for gloom and doom. So much that it is like the boy who cried wolf too many times. If one follows these media literally, one would never be able to invest and would likely miss opportunities regularly. It is really difficult to see what is real vs unreal with these media. I do like to listen to some guests who present balanced views, notwithstanding Bloomy trying to steer them into gloom. CreditSights I think is a good firm that occasionally comes on Real Yield.
CreditSights I think is a good firm that occasionally comes on Real Yield.
Yes, I recognize the name. But I can't recall the names and faces of PEOPLE connected with that outfit. I'll go look for today's show, now. ... (15th March. "Beware The Ides of March!")
EDIT to add: I'm not hearing the gloom and doom message. I can --- just as you can--- "hear between the lines:" without some sense of urgency, they would have no show to offer on-air, right? I'm seeing and hearing references to "higher for longer." Big surprise? NO. Rate-cut expectations have been pushed back--- as I thought, myself--- into maybe even 2025. Inflation will be a gigantic "bugger" to try to get it all the way down to 2%. And there have lately been lots of tech layoffs. Is the job market cracking? Retail spending is down. Are we already in a shallow, weak recession? Maybe not, according to the classic definition, but...
Comments
https://www.bloomberg.com/news/videos/2023-08-04/bloomberg-real-yield-08-04-23-video
https://www.bloomberg.com/news/videos/2023-08-11/bloomberg-real-yield-08-11-23
https://www.bloomberg.com/news/videos/2023-08-18/bloomberg-real-yield-08-18-23-video
https://www.bloomberg.com/news/videos/2023-08-25/bloomberg-real-yield-08-25-23-video
https://www.bloomberg.com/news/videos/2023-09-01/bloomberg-real-yield-09-01-23
https://www.bloomberg.com/news/videos/2023-09-08/bloomberg-real-yield-09-08-23-video
https://www.bloomberg.com/news/videos/2023-09-15/bloomberg-real-yield-09-15-23
https://www.bloomberg.com/news/videos/2023-09-22/bloomberg-real-yield-09-22-23
https://www.bloomberg.com/news/videos/2023-09-29/bloomberg-real-yield-09-29-23
https://www.bloomberg.com/news/videos/2023-10-13/bloomberg-real-yield-10-13-23-video
https://www.bloomberg.com/news/videos/2023-10-20/bloomberg-real-yield-10-20-23
https://www.bloomberg.com/news/videos/2023-10-27/bloomberg-real-yield-10-27-23
03 Nov, '23.
https://www.bloomberg.com/news/videos/2023-11-10/bloomberg-real-yield-11-10-23
https://www.bloomberg.com/news/videos/2023-11-17/bloomberg-real-yield-11-17-23
https://www.bloomberg.com/news/videos/2023-12-08/bloomberg-real-yield-12-08-2023-video
https://www.bloomberg.com/news/videos/2023-12-15/bloomberg-real-yield-12-15-2023-video
https://www.bloomberg.com/news/videos/2023-12-22/bloomberg-real-yield-12-22-2023-video
https://www.bloomberg.com/news/videos/2024-01-05/bloomberg-real-yield-01-05-2024-video
https://www.bloomberg.com/news/videos/2024-01-26/bloomberg-real-yield-01-26-2024-video
https://www.bloomberg.com/news/videos/2024-02-16/bloomberg-real-yield-02-16-2024-video
https://www.bloomberg.com/news/videos/2024-02-23/bloomberg-real-yield-02-23-2024
https://www.bloomberg.com/news/videos/2024-03-01/bloomberg-real-yield-03-01-2024
https://www.bloomberg.com/news/videos/2024-03-08/bloomberg-real-yield-03-08-2024-video
Yes, I recognize the name. But I can't recall the names and faces of PEOPLE connected with that outfit. I'll go look for today's show, now. ...
(15th March. "Beware The Ides of March!")
EDIT to add: I'm not hearing the gloom and doom message. I can --- just as you can--- "hear between the lines:" without some sense of urgency, they would have no show to offer on-air, right? I'm seeing and hearing references to "higher for longer." Big surprise? NO. Rate-cut expectations have been pushed back--- as I thought, myself--- into maybe even 2025. Inflation will be a gigantic "bugger" to try to get it all the way down to 2%. And there have lately been lots of tech layoffs. Is the job market cracking? Retail spending is down. Are we already in a shallow, weak recession? Maybe not, according to the classic definition, but...
https://www.bloomberg.com/news/videos/2024-03-15/bloomberg-real-yield-03-15-2024
https://www.bloomberg.com/news/videos/2024-04-05/bloomberg-real-yield-04-05-2024-video