Morgan Stanley's Wilson: S&P May Fall Another 15%-20%

The video discusses economic forecasts, focusing on base and bear cases, and the likelihood of a mild recession. It explains the expected earnings and market multiples, and adjusts probabilities for different economic scenarios. The video also provides a framework for investment strategies, emphasizing the importance of understanding risk and reward amid economic uncertainty.

What percentage does the speaker assign to the bear case in the current framework?

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What is the speaker's conclusion regarding the risk-reward framework for clients?

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