5mo

What's Next For Markets? Macro Expert Tom Lee

In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over?
Our guest, Tom Lee, doesn’t think so.

We aim to answer several key questions:
Why did markets take a hit on Monday? Is there more pain to come?
Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?

And finally, Tom's Price Predictions.


TIMESTAMPS

00:00 Intro
01:20 Welcome Tom Lee
06:08 How Bad Was This Really?
09:41 Is It Over?
15:51 What Happens Next?
18:52 Carry Trade Risk
20:21 The Recession Case
24:29 Comparing To The Past
28:04 Why Tom Was Right
32:34 Wall St Temp Check
37:11 BTC And ETH Price Predictions
39:43 Election Impact


RESOURCES

Tom on X: https://x.com/fundstrat


Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠