Wealthion’s Andrew Brill sits down with Variant Perception’s CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger’s Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed’s preemptive rate cuts were the right move and how resilient household balance sheets have helped the economy avoid a downturn. He also discusses China’s economic struggles, recent stimulus measures, and why the latest Chinese market rally may be short-lived. Are these factors enough to keep the U.S. on track for a soft landing?
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Chapters:
00:58 - Tian Yang’s Approach to Macro & US Economic Outlook
04:27 - Schrödinger’s Recession Explained
06:16 - Why Haven’t We Entered a Recession?
10:46 - Consumer Behaviour & The Fed’s Preemptive Rate Cuts: A Smart Move?
16:04 - Soft Landing: Are We Already There?
18:27 - Was the Fed’s Rate Cut Enough?
22:56 - Another Fed Rate Cut in November?
25:42 - Bond Market Signals and Yield Curve Inversion
28:32 - Should You Invest in Bonds Now?
33:06 - China’s Economic Struggles & Global Impact
37:20 - China’s Stimulus: Not Enough?
39:08 - Trading the Chinese Market Rally
42:08 - Gold and Commodities: Time to Invest?
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