Last week, Aahan Menon, Founder of Prometheus Research, joined Jack Farley on The Monetary Matters Network to discuss our views on changing macro outlook, our systematic strategies, and our push to Pay For Portfolios, Not For “Content”.
New subscribers will also find a 20% discount below:
Enjoy!
Hey Aahan, I noticed the relatively large allocation to TIP, but I thought inflation is cooling. Can you give a little more color on what your models are saying? Thanks!