Aahan Menon
Founder and CEO of Prometheus Macro. He is a quant whose clients include some of the biggest and most sophisticated hedge funds and investors in the world.
Top 5 podcasts with Aahan Menon
Ranked by the Snipd community
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.
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.
30 snips
Sep 11, 2025 • 1h 18min
Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More
Aahan Menon, Founder and CEO of Prometheus Macro, delves into why he believes bonds are still a poor investment compared to stocks. He highlights the impact of reduced immigration on the labor market, attributing job creation stagnation to a shrinking supply of workers. Menon also discusses the nuances in economic growth, emphasizing the shift towards technology and intellectual property investment. Additionally, he explores the fragility of the current equity valuations amid labor market issues and touches on the prospects for recovery in sectors like manufacturing.
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!
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.
