Description
In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the bond market can’t find its footing. We also explore why traditional recession playbooks are breaking down, the transmission of liquidity and monetary into markets, and what actually matters if you’re trying to find an edge in trading macro. Enjoy!
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Timestamps:
00:00 Introduction
01:38 The Real State of the Economy
06:08 Consumption & Real vs Nominal Growth
16:51 Grayscale Ad
17:29 AI CapEx's Economic Impact
26:59 Grayscale Ad
27:47 Fiscal & Monetary Policy Transmission
34:21 Understanding & Trading Liquidity
40:25 Finding Edge in Macro Trading
45:24 Turning Macro into Money
52:30 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance