How To Read CPI + Macroeconomics Talk | Aahan Menon Ep.5

Episode 5

On today's show I speak with Aahan, founder of Prometheus Research, a research service with the goal of democratizing finance making institutional-quality insights and research available to the public.

1. Background of Macro research

• Understanding underlying mechanisms over analyzing data
• Monetary contracts and how we got here
• Money grows faster than underlying labor and capital
• Monetary policy - tighter is needed to tame inflation
• Interest rates need to be higher than CPI to lower future inflation

2. Monetary and cost push inflation

• Money infused into personal incomes and economy with production and labor
• Fed tools
• Lower real growth 
• GDP growth
• Nominal spending is greater than real spending

3. Stagflationary Nominal Growth with Tightening liquidity 

• Returns not a feature of asset class but a feature of sample selection
• Pressures on production and employment increasing
• Lower output and less need for employment
• Returns on assets relative to cash is negative
• Real incomes and spending weaker so business sales also weaker

4. Allocations

• Cash, commodities, bonds, dollar

5. Stagflation

 

✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast

 

➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia

✨YOUTUBE: https://youtube.com/@TheROShowPodcast

✨TWITTER: https://www.twitter.com/@rosannainvests

✨TWITTER: https://www.twitter.com/@theroshowpod

✨WEBSITE: https://www.rosannaprestia.com

THINK Different with Rosanna ©️ 2022-2023