AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash
The Contrarian Investor Podcast
What Are the Macro Inputs That Point to Recession?
I have this business cycle theory, you know, which starts with the expansion and after that peak and after that tightening. And to be honest, if you think and look at the financial markets, you actually start to notice that at that time when everything bottomed, that time actually productivity and technology somehow starts to grow. So in my opinion, now at this point, the probability it's higher, it shows higher for recession than to soft landing. But it's personal like no one knows the future. I don't remember exactly, but I think it's the two year and three months of yield curve inversion, which is a smaller one. That's actually historically has a good recession comes
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode