Jun 21, 2022
Ben Hunt, chief investment officer at Second Foundation Partners and the publisher of Epsilon Theory, says investors need to reduce their debts and balance sheet and to "reconnect with the real economy wherever you can" in order to ride out the coming storm that he sees playing out while the stock market digests interest-rate hikes and measures designed to curtail inflation. While Hunt says he is rooting for the scenario where there's a quick recovery after "a nasty recession," he says investors need to prepare for something that's longer-lasting and worse. Also on the show, money-manager Vitaliy Katsenelson discusses his new book “Soul in the Game: The Art of a Meaningful Life”, and Jason Browne of Alexis Investment Partners discusses ETF investing in the Market Call.