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 Yield Curve Inverting Is Causative

After the global financial crisis, people started to realize that this indicator six out of six no false signals. So now, suppose we go into recession, and let's say late 23 or early 24. And then let's imagine the same CEO going before shareholders at the annual general meeting saying, Oh, well, if we had known a recession was coming, we would have never pulled the trigger on this bet your firm capital investment. The general meeting would erupt in laughter. There's no blindsided unless you're looking like an ostrich. This is in your face. It's all over the place. We're talking about it today."

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