About this episode
Julian Emanuel, Evercore ISI Chief Equity and Quantitative Strategist, outlines the conditions necessary for his bear case of the S&P 500 falling to 2,900. Nick Bennenbroek, Wells Fargo International Economist, reacts to the ECB decision. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says to invest in growth in regions outside of Europe. Seema Shah, Principal Global Investors Chief Strategist, thinks we could see a bear market rally. See omnystudio.com/listener for privacy information.