Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup

In this episode of Forward Guidance, Quinn Thompson and Tyler Neville are joined by Brent Johnson to discuss the current state of the market, inflation data, and potential future economic scenarios. The conversation covers topics such as the Federal Reserve's actions, the impact of tariffs, and the possibility of a market correction. Johnson expresses a cautious outlook, noting several indicators suggesting a potential drawdown, while also acknowledging the potential for further market gains under certain conditions. The hosts and Johnson delve into the complexities of monetary policy, the role of government intervention, and the influence of global economic factors, including the AI space race and the dynamics of stablecoins, on the US economy. They also touch on the challenges faced by younger generations in the current economic climate, and the potential for increased centralization and less freedom in the future.