2min chapter

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Long Global, Short USA (EP.251)

Animal Spirits Podcast

CHAPTER

Is the Yield Curve a Recession Symbol?

With all these companies at multiple trillions of dollars, is now the time to say, you know, i don't wantown anything else but us? Stocks? I don't know tat somyso the biggest difference is just the technology sector. So if tech under performs, i would imagine international stocks are going to al perform thet' be my guess. Ok, let's talk about the yild curve. How has the yield curve not lost some of its productive power? We had this same exact argument anything like 20 18, 20 19.

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