Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

Forward Guidance

Conteúdo fornecido por Blockworks. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Blockworks ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

2M ago 57:55

MP3•Home de episódios

In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where we are in the business cycle. We also take a deep dive into the manufacturing sector, the components of liquidity, and much more. Enjoy!

Follow Prometheus Research: https://x.com/prometheusmacro

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Join us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii

—

Timestamps:

(00:00) Introduction

(00:17) The Prometheus Macro Framework

(04:56) GDP & Economic Growth

(14:11) Interest & Payment Expense

(16:17) Exports

(17:33) Putting the GDP Components Together

(19:24) Corporate Profits & Savings Rates

(23:31) Manufacturing Sector

(30:31) The Business Cycle

(35:03) The Labor Market & Recession Indicators

(38:21) Inflation

(40:25) Liquidity Breakdown

(53:44) Applying A Systematic Portfolio Strategy

(56:42) Prometheus Research

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

439 episódios

#Trading #Business #Blockworks #Business News #News #On Lowcost