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 challenges are associated with predicting oil prices?

In what ways could the political cycle in the US impact economic conditions?