Ralph Smith - Scientific Investing in Fixed Income (S5E7)
Flirting with Models
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Is the Scientific Process Challenged by the Macro Economic Landscape?
The current theme is obviously, high inflation, stagflation and potentially looming recession. It's a very unusual market environment, and unusual in the bactest period we have available. So it's rare that environment brings always positive or always negative. How do we handle it? As i were saying before, it's about understanding the strategy drivers and the economic al and not just being data driven. That's the only way to cino understand what a new regime might bring in a little bit more detail.
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