Only a Recession Will End Bull Market Run: Golub

The video discusses the outlook for earnings and market trends, highlighting expected EPS growth and revenue ranges. It examines the influence of political changes, particularly midterm elections, on market behavior. The discussion also covers the nature of bull markets, emphasizing that they end with recessions rather than becoming tired or expensive. Investor concerns about global growth, particularly in Europe, and the impact of lower oil prices are addressed. Finally, the video explores the strength of the US market and the implications of a stronger dollar on global capital flows.

What concerns do investors have regarding global growth?

What is the relationship between oil prices and market stability?