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Jurrien Timmer: The Trade For A 2023 Recession

The Macro Trading Floor

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The Discounted Cashflow Model Is a Great Model, but It's an Impossible Riddle

"I hope and pray that we will never have to enter seros Throughout the horizon in the discounted cashflow model again because Oh boy, it made everyone surrounding me idiots through the pandemic," he says. "It's a great model, but the problem is there there are too many variables, right? And so you got already four variables, which means that it's an impossible riddle Unless you isolate most of them and solve for one But then you're making a lot of assumptions."

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