"The Enemy Of My Enemy Is My Friend"

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Recorded28 Sep 2025

Publisherfeeds.buzzsprout.com

Handlerec:8215462

Show notes

In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discuss the historical examples from the 1950s, 60s, 70s, 80s, and 90s to demonstrate how higher unemployment can actually be beneficial for stock prices in periods of inflation. The conversation covers the changing market dynamics post-2022's inflation shock and how current market behaviors differ from recent periods of rising unemployment. The episode aims to provide clarity on the counterintuitive relationship between bad news and market performance.

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