Simon White

speaker

448 appearances 2 recordings 1 series first heard Jul 2026 last heard 11 Sep

Simon White’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

Appearances

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Merryn Talks Money · Markets Wrap: Inflation Means Bad News for Burnham · 24 Jul 2026 podcast

And all the stuff I've been talking about with inflation and all the rest of it and this inflation volatility, earnings are unlikely to survive that unscathed.

So there seems to be so many kind of potential pitfalls ahead that-

for to get smooth sailing in the equity market.

So my view right now is roughly, I could easily see a 10 to 15% correction in US stocks.

I don't see much, much bigger than that right now because recession risk is still low.

Now, if that suddenly changed, recession just suddenly became a lot more likely, then you have to factor in a potentially much deeper drawdown because you often get the deepest drawdowns in equities when there's a recession.

In fact, all of them.

I think the only example was in 1987 where you had a massive drawdown, 25%, but there was no recession.

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