Michael Landsberg on Global Markets, Strategy

The video discusses the Federal Reserve's strategy on rate hikes to control inflation, predicting a recession due to continued rate increases. It analyzes market conditions, highlighting the Fed's poor prediction record and the need for cautious investment strategies. The discussion covers investment approaches, emphasizing a balance between long and short positions, and the impact of the upcoming earnings season on market trends. The video concludes with a focus on Credit Swiss, assessing whether its issues are isolated or indicative of broader systemic risks.

What investment strategy does the speaker recommend in the current market environment?

What does the speaker believe about the future of earnings estimates?

How does the speaker assess the situation with Credit Suisse?