Recorded on March 14, 2025.Topics:Analogy for the market tantrum... which is probably almost overEconomy and risk assets will run on underlying growth going forward (vs prior fiscal stimulus)Lagging indicators still bearish, which will enable the Federal Reserve to easeInternational (ex-US) economies already being bolstered by their respective central banks and improving economic conditionsUS dollar strength peaked in mid-January 2025... two month lag effects almost completeThese amplified market moves lowerAssets, especially bitcoin and QQQ's now oversold... a great contrarian indicatorLeading economic indicators generally bullish across the boardQ&A from the live stream chat