More Downside for US Equities Compared to Bonds: Narayan

The video discusses the potential depth of a recession based on Fed rate hikes, analyzing how U.S. stocks and bond markets have priced in recession risks. It examines economic indicators and predicts a recession in 2023, highlighting inflation and central bank policies. The video also explores gold as a hedge against inflation and geopolitical risks.

What factor is primarily influencing the potential depth of the recession?

• International trade policies

• Federal Reserve's rate hikes

• Corporate earnings

• Consumer spending

Which market is considered to have priced in recession risks more significantly?

• U.S. equity market

• Corporate bond market

• Cryptocurrency market

• Real estate market

Which of the following is NOT one of the four components used to assess recession risk?

• Household income

• Employment

• Consumer confidence

• Corporate profits

What is the primary driver of the current inflationary pressures?

• Supply-side factors

• Technological advancements

• Demand-side factors

• Government spending

Why is gold considered a potential hedge in the current economic environment?

• It is unaffected by market volatility

• It is a new trend in investment

• It is a high-yield investment

• It has a long history as a hedge