Mild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Elliot Kallen

This episode was recorded on Tuesday, May 9 and a short highlights reel was made available to premium subscribers that same day. The full podcast episode followed a day later. To become a premium subscriber sign up on Supercast or Substack. Elliot Kallen, founder of Prosperity Financial Group, joins the podcast to discuss his expectations for a coming recession, to start this summer, and why some of the best opportunities may be in technology stocks and corporate bonds. Content Highlights Tech stocks: the pullback is coming (3:31); The market is starting to flatline. Look to midcap value stocks (6:04); The Fed will likely raise rates one more time and then reverse. Time to buy bonds -- corporates (8:47); Consumers have already started to pull back, judging by some primary evidence the guest gathers... (12:02); Why the recession will be mild, despite the red flags (17:38); Background on the guest (24:00); Active management has its place (30:24); Thoughts on the next generation growth industries (36:53). Not investment advice. Do your own research. Make your own decisions. More Information on the Guest Website: ProsperityFinancialGroup.com; Facebook; YouTube.

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.