Handicapping a Recession

"You can always find data to support your thesis... As people use the "R" word and spend time scaring the hell out of investors [I still believe] a recession is your friend. It's good for the economy...and a good opportunity for investors."
- Weiss President and CIO Jordi Visser


No matter who you speak to these days, the big topic in the markets is the same: Are we headed for a recession later this year or next year? This week, we are presenting a podcast with Weiss President and CIO Jordi Visser, who has not been shy about discussing this topic.

In this episode of In Search of Green Marbles, Mr. Visser articulates the balance of probabilities associated with where stocks, crypto, and bonds are headed. He makes the case that - if we are in fact heading into a recession - that the best opportunity for investors to make money is coming out of a recession.

In Search of Green Marbles: Handicapping a Recession

DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time.

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