Is The Risk Of Recession Now Behind Us?

President & Co-Founder at Peak Prosperity • Oct 3, 2025 at 4:30 AM EDT

The weakening job market is disinflationary AND provides the incentive for the Fed to cut rates. That actually creates the kind of conditions that we normally see with economic recoveries.

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While many analysts are worried about the weakening jobs market, today's guest thinks it might be exactly what's needed for the economy to get...better?

Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler, is best known for his H.O.P.E. framework -- which predicts how recessions start and end.

Michael sees the economy as potentially entering "goldilocks" conditions of rising growth, disinflation, lower interest rates, and low oil prices.

The weakening job market is disinflationary AND provides the incentive for the Fed to cut rates. That actually creates the kind of conditions that we normally see with economic recoveries. So, does that mean the market will continue rising?

Video Length: 01:44:11

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