Economy Will Face Recessionary "Hard Landing" In 2024 | Mike Green & Bob Elliott

On todays episode, Bob Elliott CIO at Unlimited Funds & Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion on the late cycle slowdown coming throughout the end of 2023 & into 2024. We discuss the impact of passive investing & to what degree earnings really matter in todays modern market structure, the relative value in bonds vs stocks & what delinquencies could be signalling in terms of credit going forward. To hear all this & more, you'll have to tune in! -- Follow Bob Elliott on Twitter   / bobeunlimited   Follow Mike Green on Twitter   / profplum99   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   -- Timestamps: 00:00 Introduction 00:15 The Bond Market Sell-Off 04:09 Is The Bond Market Pain Over? 06:37 The Economy Remains Strong… For Now 13:23 Fading The Soft Landing 19:36 The Passive Investing Machine Keeps Churning 26:19 Who Is The Marginal Buyer Of Bonds In 2023/24? 30:49 We're In The Late Stages Of A Macro Cycle 36:16 A Maturity Wall Is On The Horizon 38:42 The Best Risk/Reward In Markets 49:20 Bitcoin, Gold & Bond's During Geopolitical Conflict 59:12 Recession & The Unemployment Rate 01:02:48 Banks Are Less Important In The Credit Cycle Today 01:15:51 Will The Fed Cut Rates In 2024? 01:24:05 Seeking Alpha vs Beta -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.