Ding Dong... Is QT Dead?
Real Vision: Finance & Investing
00:00
Is There a Deep Recession?
I think we've had a lot of the recession already. The best heads up to the economy is to look at the performance of cyclicals versus defensive. That's always been a much, much better predictor than economists of what the economy does. And so it makes me feel better about my view hearing Michael described that sort of from a different angleThat was really comforting for me. I wanted to reach out and hug Michael right there when he said that he already saw the recession.
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