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Aahan Menon

Founder and CEO of Prometheus Macro, providing in-depth macro analysis and systematic investment strategies. His expertise lies in quantitative macro strategy, analysis, and trading.

Top 5 podcasts with Aahan Menon

Ranked by the Snipd community
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92 snips
May 20, 2025 • 1h 44min

The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion

Aahan Menon, founder and CEO of Prometheus Macro, shares his insights into macroeconomic strategies and the nuances of investing. He discusses how tariffs minimally impact the economy while stressing the importance of domestic consumption. Aahan also outlines key investment strategies based on systematic analysis, emphasizing beta timing and momentum for optimal returns. The conversation touches on the complexities of predicting economic indicators and the necessity of adapting investment philosophies across different age groups for better alignment with financial goals.
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40 snips
Mar 14, 2025 • 1h 15min

Tariffs Unlikely To Derail Strong Economy—But Market Risk Has Risen | Prometheus Macro’s Aahan Menon

Aahan Menon, an expert in systematic macroeconomics at Prometheus Macro, advises on hedge fund strategies. He discusses the limited impact of tariffs on corporate profits and the economy, emphasizing a need for integrating market data with macro fundamentals. The conversation highlights the intriguing relationship between stock momentum and economic trends, suggesting current negative signals could present buying opportunities. Menon also dissects GDP growth predictions and the resilience of consumer spending amid cautionary corporate signals, stressing the complexities of navigating today's market dynamics.
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15 snips
Jan 17, 2025 • 1h 45min

Are Markets overestimating 2025 Investment Opportunities with Aahan Menon

In this engaging discussion, Aahan Menon, Founder and CEO of Prometheus Research, shares his unique insights into the 2025 investment landscape. He emphasizes the importance of a systematic framework to manage risk amidst uncertainty. Aahan breaks down macro trends such as inflation and interest rates that will shape investment strategies. Listeners learn about the crucial disconnect between popular sentiment and economic data, and explore actionable takeaways for a model ETF portfolio. Get ready to rethink what investing means today!
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8 snips
Jul 16, 2025 • 57min

False Recession Alarms. Real Risks. | Aahan Menon on What Investors Are Missing

Aahan Menon, the founder of Prometheus Research and an expert in systematic macro investing, dives into the reasons why recession indicators have failed to signal the current economic landscape. He discusses how changing monetary policy affects market sensitivity and why focusing on current data is essential. The conversation also uncovers the nuanced impacts of tariffs on corporate profits and business confidence, while challenging traditional investment strategies and emphasizing the importance of risk management in today's complex environment.
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Sep 6, 2023 • 1h 3min

Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

Aahan Menon, Founder of Prometheus Research, discusses his macro outlook, the wave of U.S. Treasury issuance, and potential headwinds for assets. Topics include measuring liquidity, the impact of Treasury issuance on the bond market, and the state of credit. They also talk about shorting assets and the democratization of finance by Prometheus Macro.

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