EPISODE · May 7, 2025 · 28 MIN
Fed - Trade & Secular Bear Market
The Federal Reserve is in play this week - investors are also watching for signs of a potential trade deal. But our guest today is striking a more cautionary tone. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, joins us to discuss the risk of a looming secular bear market—one that could disrupt investment strategies that have worked for decades. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter
What this episode covers
The Federal Reserve is in play this week - investors are also watching for signs of a potential trade deal. But our guest today is striking a more cautionary tone. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, joins us to discuss the risk of a looming secular bear market—one that could disrupt investment strategies that have worked for decades. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter
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Fed - Trade & Secular Bear Market
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