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Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash

The Contrarian Investor Podcast

CHAPTER

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

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