In this video, Aahan breaks down the mechanics of our Macro Regime Probabilities— and what they are telling us about the current macro dynamic.
This is an experiment in sharing video content, so if you enjoyed it— please let us know in the comments if it’s something you would like to see more of.
Until next time.
Thanks Aahan, if you can find the time, quick videos would be much appreciated.
Thanks 🙏
So in way it has some reflexive nature for the market part of the data, so if the market industries/factors move similarly to stagflation and fundamental data is not far off(I suspect now cast data is a bit noisy anyway), then its probably a stagflation, correct?
This probably implies that its has some properties of trend following confirmed by fundamentals which is probably a really nice feature to have