EPB Research: Assessing The Path To Recession

We were joined by @EPBResearch, to assess the path to recession.

Find the show notes below:

Part 1 (0:00 – 30:00) – Framework of Investment, Definitions of Leading, Lagging & Co-incident indicators, Business Cycle & Cyclical Economy Constituents, Construction & Multi-Family Homes, Unemployment Trajectory, Fiscal Impact of Hiking

Part 2 (30:00 – 53:00) – Corporate Profits, Current Mispricing, Drawbacks with Recession Dating, Inflation Projection, Monetary Policy, Interest Rate Pricing

 

Follow both @prometheusmacro and @EPBResearch on Twitter for more. If you enjoyed this discussion, make sure to let us know in the comments below, Finally, if you haven’t already, don’t forget to subscribe. 

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