The Recession Has Already Started | George Robertson
发布时间 2025-10-08 08:00:00 来源
摘要
In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and job cuts, corporate profits rolling over, and the flow-of-funds are signaling recession even as markets sit at all-time highs. He walks through employment indicators, withholding data, and the widening gap between S&P levels and actual earnings, arguing the downturn has already begun. Enjoy!
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Timestamps:
(00:00) Introduction
(02:39) George’s Market Outlook
(05:38) Where the Money’s Moving?
(06:57) Trump’s Economic Ripple Effects
(08:56) How the Fed Shapes the Cycle
(15:12) VanEck Ad
(15:56) COVID Spending & Fiscal Fallout
(23:20) Are We in a Recession?
(32:09) VanEck Ad
(32:50) Jobs Data & FICA Withholding
(38:29) Taxes, Tariffs & Shorting the Market
(44:15) Supreme Court and Constitutional Risk
(48:59) When Does the Music Stop?
(54:50) Final Thoughts
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#Macro #Investing #Markets #ForwardGuidance
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