On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity.
With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportunity to be short stocks & bonds and he expects further headwinds for assets in this environment. To hear Aahan explain why, and much more, you'll have to tune in!
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Timecodes:
00:00 Introduction
00:27 Progressing Through A Tightening Cycle
07:57 How To Measure Liquidity
15:51 A Wave Of U.S Treasury Issuance Is On The Horizon
24:09 Is The Fed Behind The Curve?
29:10 Inflation
38:25 Credit Is Contracting, Just Not Enough... Yet
43:17 When To Shift From Short Stocks & Bonds
50:44 Private vs Public Sector Liquidity
59:41 Prometheus Research
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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.
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