Chapter
The Cycle of News Assumption
1:06:47 - 1:11:39 (04:51)
In the financial markets, good news often leads to a cycle of assumption that the good news is permanent while bad news is ignored, denied, and then panicked over. However, a recent "print" in unemployment is causing some optimism in the market.
Clips
The cycle of good news and bad news in financial markets starts with people assuming that the good news is permanent and ignoring the bad news, leading to panic when it eventually sets in.
1:06:47 - 1:10:45 (03:57)
Financial Markets
Summary
The cycle of good news and bad news in financial markets starts with people assuming that the good news is permanent and ignoring the bad news, leading to panic when it eventually sets in. On the flip side, people deny good news at first, accept it after some time, and then assume it is permanent as well.
ChapterThe Cycle of News Assumption
EpisodeE71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The economic outlook is looking better, with positive data and news such as Jerome Powell's announcement to raise interest rates in March and a possible end to US economic sanctions on Russia.
1:10:45 - 1:11:39 (00:53)
economics
Summary
The economic outlook is looking better, with positive data and news such as Jerome Powell's announcement to raise interest rates in March and a possible end to US economic sanctions on Russia.