Last week, Aahan Menon, Founder of Prometheus Research, joined Felix Jauvin on Forward Guidance to share our insights on the macroeconomic forces driving current economic and market conditions.
The conversation went deep on many topics, including:
The Divergence “under the hood” of the macro aggregates.
The Dichotomy of a strong nominal economy and a weak real economy.
The Whipsaw of the bond market.
The Indomitability of corporate profits.
And of course, they dedicate a significant amount of time discussing why investors should Pay For Portfolios, Not For “Content”.
Topics worth reflecting on:
Until next time.