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Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…

Keeping it Simple with Simplify Asset Management

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Is This the Worst Recession of All Time?

The narrative was I mentioned was I have we entered into a regime in which it's never going to reverse and is this the most predicted recession of all time. To me one of the most interesting thing that's things that actually comes out from my type of analysis is actually a far less focus on the yield curve this time around than there was in 19. All I hear is the equivalent of the 2008 phrase decoupling. Michael slow down, Michael, mid cycle slow down. This is 1994 not.

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