On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what?

Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what green shoots there are on the supply side, what risks there are on the demand side, how this echoes 2020 (or not), how much crypto contagion worries us, and why it’s tricky picking individual names.

Topics Covered

• 2:00 minute mark – An apocalyptic moment? Maybe not
• 10:00 – Is supply solving itself just as demand is weakening?
• 20:00 – The energy pullback – why was it predictable
• 23:00 – The echoes of March 2020
• 30:00 – Crypto contagion and its risks
• 38:00 – Opportunities in the current market
• 48:00 – What if inflation doesn’t slow down?
• 52:00 – The challenge of individual names and the hopes for a quiet summer