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 role does consumer confidence play in predicting economic downturns?

Why is gold considered a potential hedge against inflation in the current economic climate?