Decelerating But Resilient (guest: Aahan Menon)
The Market Huddle
Outlook on Stocks and Bonds in the Context of Resilient Nominal GDP
The chapter discusses the speaker's perspective on the performance of stocks and bonds, highlighting their prediction that policy tightening driven by resilient nominal GDP will negatively affect both asset classes. They suggest that stocks may be a preferable option, except in the case of a severe recession.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
