Episode Details
Back to Episodes#10 - A steeper curve to create a recession - Guest: Bob Elliot
Published 2 years, 5 months ago
Description
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
You can use Macro30 to get 30% off your subscription at www.stenoresearch.com