AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Macro Economy and the Recession
In terms of a recession, are there data points in the macro sense that you feel like are more pertinent than others? And when do you think at the point, well, know that we are there if we do get there? Well, again, if you want macro expertise, ask a macro expert. But our lens is corporate earnings. And if you look at the stocks that we cover, earnings turned around already.