Marko Papic, partner and chief strategist at hedge-fund seeder Clocktower Group, discusses how the current economic and market cycle will be vastly different than the tepid recovery from the global financial crisis. He jokingly uses slogans from Reddit’s WallStreetBets forum to describe the risk-taking posture he believes investors will maintain amid a period of fiscal largesse: “All I know is that for the next two years, it’s like diamond hands and to the moon.”

Mentioned in this podcast:

The Bubble's Final Paroxysm May Be Months Away

Get Ready for the Great U.S. Inflation Mirage of 2021

Marko Papic, partner and chief strategist at hedge-fund seeder Clocktower Group, discusses how the current economic and market cycle will be vastly different than the tepid recovery from the global financial crisis. He jokingly uses slogans from Reddit’s WallStreetBets forum to describe the risk-taking posture he believes investors will maintain amid a period of fiscal largesse: “All I know is that for the next two years, it’s like diamond hands and to the moon.”Mentioned in this podcast:<a href="https://www.bloomberg.com/opinion/articles/2021-02-18/the-reflation-bubble-s-final-paroxysm-may-be-months-away">The Bubble's Final Paroxysm May Be Months Away</a><a href="https://www.bloomberg.com/news/articles/2020-12-07/get-ready-for-the-great-u-s-inflation-mirage-of-2021?sref=jaGkMhDb">Get Ready for the Great U.S. Inflation Mirage of 2021</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Death of Austerity

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fe1052c0-757c-4864-86ef-ae3c002d1246/transcript