Welcome back! Earlier this week, Aahan, the Founder and CEO of Prometheus, joined Felix Jauvin on Forward Guidance to discuss our macro outlook.
Most of you subscribed here are familiar with our portfolio positioning, but this interview allows you to better understand how we’re assesing the macro landscape to arrive at those positions.
As ever, the best information we can provide you is how we think about things over time rather than what we think about them at a particular time. This interview is in that spirit. Enjoy:
You can also find the link to Spotify here:
Until next time.