Recession Fears Are Overblown? Here’s the Real Story

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Markets feel uncertain… but not everyone is bearish.

In this episode of The Paul Palumbo Podcast, Paul sits down with macro strategist Jack Janasiewicz to break down what’s really happening beneath the surface of today’s market.

From inflation and interest rates to AI, commodities, and recession fears, this conversation cuts through the noise and focuses on where capital is actually being deployed.

Jack explains why equities may continue to climb, what the Fed could do next, and the biggest risks investors should really be paying attention to.

In this episode, we cover:

• Why recession fears may be overblown
• How AI investment could drive the next bull market
• The real story behind rates, inflation, and affordability
• Where opportunities are emerging across equities, commodities, and financials

If you’re trying to make sense of today’s market and position for what’s next, this is a must-watch conversation.

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The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

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