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Francois Trahan, Founder, Trahan Macro Research

Alpha Exchange

CHAPTER

The Business Cycle Is Really Linked to the Profit Cycle

We were in this 222 regime of rates, economic growth and inflation. And yet that was a pretty good, sharp ratio time for equity investors. People got used to very low rates at the end of the day. We're still early in this process where we don't know where the crises are going to come from. But my sense is that by the time this recession is well entrenched, it'll be clear there's a lot of weak points in the system.

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