

Tian Yang: Schrödinger’s Recession - U.S. Economy In A Balancing Act?
Oct 17, 2024
Tian Yang, CEO of Variant Perception, unpacks the riveting concept of a “Schrödinger’s Recession,” where the U.S. economy grows despite recession signals. He discusses the Federal Reserve's savvy rate cuts and how resilient household balance sheets shaped the economic landscape. The conversation shifts to China's struggles and stimulus efforts, questioning the sustainability of its recent market rally. Finally, Yang explores whether these trends hint at a soft landing for the U.S. economy amidst evolving investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Navigating Economic Uncertainty
02:40 • 11min
Navigating Economic Challenges: The Pragmatic Approach of Central Bankers
14:04 • 2min
Adapting Economic Models in a Changing Landscape
15:37 • 4min
Analyzing the Federal Reserve's Rate-Cutting Cycle and Market Reactions
19:27 • 2min
Navigating Economic Dynamics and Investment Strategies
21:20 • 25min
Promoting Financial Resilience and Audience Engagement
46:37 • 2min