Episode 5

On today's show I speak with Aahan, founder of Prometheus Research, a research service with the goal of democratizing finance making institutional-quality insights and research available to the public.

1. Background of Macro research

Understanding underlying mechanisms over analyzing data
Monetary contracts and how we got here
Money grows faster than underlying labor and capital
Monetary policy - tighter is needed to tame inflation
Interest rates need to be higher than CPI to lower future inflation

2. Monetary and cost push inflation

Money infused into personal incomes and economy with production and labor
Fed tools
Lower real growth
GDP growth
Nominal spending is greater than real spending

3. Stagflationary Nominal Growth with Tightening liquidity

Returns not a feature of asset class but a feature of sample selection
Pressures on production and employment increasing
Lower output and less need for employment
Returns on assets relative to cash is negative
Real incomes and spending weaker so business sales also weaker

4. Allocations

Cash, commodities, bonds, dollar

5. Stagflation

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Intro

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