#10 - A steeper curve to create a recession - Guest: Bob Elliot
Macro Mondays
00:00
The Recession and Commodity Prices
Bob Elliott: The idea that we're going to have no landing is a totally crazy idea. He expects yields to move first now, then asset prices will sell off and then the recession and layoffs would happen. Bob's playbook sounds familiar or does it? I'm really happy you said that because we long commodities. That's a good idea.
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