Marko Kolanovic Is Back With a Warning for Stocks | Odd Lots

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 (bloom.bg/3X5CKEn)
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 (www.bloomberg....)
See omnystudio.com/listener (omnystudio.com...) for privacy information.
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
Subscribe to Bloomberg Podcasts: bit.ly/Bloombe...
Check out more Odd Lots: • Odd Lots
Get the Odd Lots newsletter via www.bloomberg....
And for all things Odd Lots, visit www.bloomberg....
Visit our other KZbin channels:
Bloomberg Television: / @markets
Bloomberg Originals: / bloomberg
Quicktake: / @bloombergquicktake
#Bloomberg #Podcast #OddLots
Visit us: www.bloomberg....
Follow Bloomberg Podcasts on Twitter: / podcasts
For coverage on news, markets and more: www.bloomberg.c...

[@patrickjvanhuffel]

That was fun. Thank you!

[@ambishiva]

good one

[@ericdj3651]

What does he mean by CTA? What derivative is that?

[@dfpoor]

Joe, Tracy. Because of "market structure" blah blah if NVDA goes down the market must go down. Right? NVDA down 20% the past month. QQQ flat the past month. Please be journalists and report facts not opinions.

[@kraz007]

What got him fired in the first place, warning ⚠️