The Acquirers Podcast cover image

Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

The Acquirers Podcast

00:00

The Causal Relationship Between Trez-Rays and Interest Rates

The yield curve is very good at giving you four warning of a recession. So we've already said eight out of eight. And the lead time varies in a range mainly, let's say six to 18 months. It totally depends on duration. The length of the inversion closely manate matches the length of the recession. I'm concerned that the steepness of this one indicates something nastier than ordinary coming down the pike.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app