AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
Macro Voices
Is There a Recession?
5min Snip
00:00
Summary
Transcript
Episode notes
Riht imean: There's plenty of signs that ar panicky. It's just the volatity market hasn't been. But there's some signs that, you know, for example, if you look at a a cyclical versus defenseiv tf flows, that's at pretty contrary level to booky markets rally. John Sutter: China is the supplier of a lot of stuff that the world is running out of. If they're going to end their lockdowns and very quickly ramp back up to full production and still want to sell things to the west, well, maybe we just manage to get off easy, he says.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode