The Compound and Friends cover image

The Quantum Realm

The Compound and Friends

CHAPTER

How to Forecast a Recession With a Straight Face

Economist cut their recession odds from 40% last year to 25%. And the data just keeps coming in better than expected. The lock-in effect, homeowners unwilling to list their home due to low mortgage rates has effectively placed a floor underneath prices. I don't think that our clients are a great canary in the coal mine for any kind of sea change in the economy.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner