The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
Monetary Matters with Jack Farley
00:00
Intro
This chapter explores the intricate relationship between market data and narrative influences, particularly in the context of tariffs and recent equity market changes. It highlights a shift towards a neutral outlook on equities and underscores the significance of systematic analysis in comprehending price fluctuations and predicting returns.
Transcript
Play full episode
