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Frances Donald: The Yield Curve Signals A Huge Warning
The Macro Trading Floor
Introduction
Every week, me and my cohost, alfonso picacello, invite a top class macro risk taker or a strategist to unfold a macro thesis. By the end of the podcast, we won an investment idea on the because this ought to be the most actionable macropot cast out there. We are recording the day after j powell went to the wires and he fooled them all again. He wants to show commitment. Is going to bring inflation down, doesn't matter if he causes some collateral damage to the economy. So that's quite some commitment.
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