ITPM Flash Ep55 Never Go Full Macro

ITPM Podcast

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser discusses the uncertain future of the markets, presenting two potential outcomes: a soft landing with stable markets, low unemployment, and solid earnings, or a hard landing leading to a recession, high unemployment, and falling market values. Drawing on historical data, he notes that the Federal Reserve has triggered hard landings in the past after rate cuts, but warns against going "all macro" and making decisions based on a single economic path. Instead, he advocates for a balanced trading approach, focusing on sectors like utilities and AI-related stocks that can perform well regardless of the economic outcome. He highlights GE Vernova as a stock with strong growth potential and advises staying cautious and adaptable until market direction becomes clearer.