
#10 - A steeper curve to create a recession - Guest: Bob Elliot
Macro Mondays
00:00
The Risks of a Sell Off in Equity and Layoffs in Isolation
The only the only thing I'm sort of questioning or starting to question is whether we will see a sell off inequities and layoffs in isolation first. But but yeah, I completely follow his line of thought. That's a really interesting perspective. And this is the part of the podcast where we get to boil it all down into actionable trade ideas.
Transcript
Play full episode