What Risks Are S&P Bulls Underestimating?

The video discusses the potential for an economic downturn, predicted by many to occur around 2020, with factors such as inflation and wage increases possibly prompting aggressive actions by the Fed. It highlights the difficulty in predicting oil price trends due to production costs and market uncertainties. Additionally, the video examines the impact of political and geopolitical dynamics, particularly the interactions between the US political cycle, the White House, and the Fed, on the economy.

What year do most people predict for the next economic downturn?

• 2020

• 2019

• 2018

• 2021

What could force the Federal Reserve to act more aggressively?

• Decreased oil prices

• Higher inflation

• Lower wages

• Political stability

Why is predicting oil prices challenging according to the transcript?

• Because of the marginal cost of production

• Because of fluctuating demand

• Due to government regulations

• Due to stable production costs

What is expected to ramp up in the US according to the transcript?

• Inflation rates

• Oil production

• Political cycle

• Economic growth

What is a potential risk if there is increased pressure between the White House and the Fed?

• Lower wages

• Political and geopolitical instability

• Higher inflation

• Decreased oil prices