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This Could Be A Grinding, Multi-Year Bear Market Like Japan: Mark Spiegel
quoththeraven.substack.com

This Could Be A Grinding, Multi-Year Bear Market Like Japan: Mark Spiegel

Mark talks markets, Tesla and more on my latest podcast.

Quoth the Raven
Jul 5, 2022
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This Could Be A Grinding, Multi-Year Bear Market Like Japan: Mark Spiegel
quoththeraven.substack.com

In my latest podcast, I talked to Mark Spiegel about the state of the Fed, the state of cryptocurrency, politics and - of course - Tesla.

Like many of my friends/guests, he’s the type of voice that gets little coverage in the mainstream media, which, in my opinion, makes him someone worth listening to twice as closely.

Photo: Real Vision

We discussed:

  • the quality and build of Tesla’s and increased competition for Tesla

  • crypto regulation that could be coming down the pipe

  • the state of regulation of markets

  • what is going to happen with equity markets and whether or not the Fed will hold its nerve

  • Cathie Wood’s performance and reliance on Tesla to be a “success”

  • what price Mark will start looking at stocks again and take off more short exposure

  • Joe Biden’s handling of the country’s oil crisis

  • the future of politics and what will happen in the mid-term and next Presidential election

  • whether the country has any hope of finding a political “middle ground”

  • the need for law and order in major U.S. cities

You can listen to my full podcast with Mark, for free, here:

About Mark Spiegel

Mark manages Stanphyl Capital, established in 2011, a deep-value equity & macro long-short investing fund based in New York City. Mark can be reached at mark@stanphylcap.com or at @StanphylCap on Twitter.

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This Could Be A Grinding, Multi-Year Bear Market Like Japan: Mark Spiegel
quoththeraven.substack.com
6 Comments
Owen R
Writes Owen’s Newsletter
Jul 5, 2022Liked by Quoth the Raven

I have arrived to Fringe Finance!

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Mark Heywood
Writes Mark’s Newsletter
Jul 5, 2022Liked by Quoth the Raven

This was a great one

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