The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
Monetary Matters with Jack Farley
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Navigating Complex Financial Forecasts
This chapter explores the intricacies of forecasting financial indicators through a model utilizing nearly a thousand data inputs. It emphasizes the importance of selecting the right indicators and assessing the signal strength for accurate predictions, particularly in relation to bond trading and its role in portfolio construction. The discussion also highlights a non-institutional investment program focusing on tailored asset allocation strategies for varying risk profiles.
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