Decelerating But Resilient (guest: Aahan Menon)

Aahan Menon from Prometheus Investment Research discusses their macro framework, liquidity, and the resilience of the bond market. They talk about the economic slowdown, delay in recession, and factors contributing to the economy's resilience. They also dive into misunderstandings about government debt, trends in the bond market, and the outlook on stocks and bonds. The podcast covers systematic macro investing and the potential impact of AI on the investment process.