Risk, Reward Two Sides of Same Coin, says Ritholtz

The video tutorial discusses the relationship between risk and reward in investments, emphasizing the importance of volatility. It compares traditional and modern valuation methods, highlighting the significance of free cash flow. The tutorial also explores market uncertainty, the impact of the Federal Reserve's actions on earnings, and the distinction between economic and earnings recessions. Finally, it provides an outlook on the potential for a recession, considering factors like interest rates and housing market trends.

What factors does the speaker suggest could lead to a growth recession?

What is the speaker's outlook on the possibility of a recession based on recent Fed announcements?