Marko Kolanovic Is Back With a Warning for Stocks

2025-02-03 · 49 min · 13 entities

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→ appeared on Odd Lots podcast

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Marko Kolanovic Is Back With a Warning for Stocks
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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evidence rules-v4
Feed category: News
→ discusses Investing concept

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Feed category: Investing
→ discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News Commentary concept

0.40

evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Marko Kolanovic person

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evidence rules-v4
Marko Kolanovic Is Back With a Warning for Stocks

podcasts 1

appeared on Odd Lots podcast

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evidence rules-v4
Marko Kolanovic Is Back With a Warning for Stocks

Episode description as stored

Marko Kolanovic was one of the biggest names in markets, earning the nickname 'Gandalf' for some eerily prescient calls over the years. But last July he left his role as JPMorgan's chief global market strategist and co-head of global research, after missing out on a pretty epic rally. Since then, stocks have climbed higher with valuations increasingly stretched. So what does Marko think of the market now? In this episode we talk about his outlook the market, the impact of AI including the new DeepSeek model out of China, plus his own research and analysis techniques. Read more: Kolanovic on the Canary in the Coal Mine for Higher Energy Prices Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.