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Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…

Keeping it Simple with Simplify Asset Management

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The Mid Cycle Slow Down Mild Recession Is Fighting It Out With the Yield Curve

I think of this invisible world of narrative as a world of like organisms. And it's precisely because these narratives, the mid cycle slow down mild recession is fighting it out with the very bad recession. Neither one of these is dominant. And you don't want to fade these ideas either of the ideas until one of them becomes dominant. Once it becomes dominant, then you want to fade it. But right now, it's a tough time to invest on our models right because it's going to depend kind of what, what the real world throws at you in terms of data.

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