Growth, Inflation, Liquidity Talk | Aahan Menon Ep.32
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Show Notes
Episode 32:
On today's show I speak with Aahan Menon, Founder of Prometheus Research, a research service that makes institutional quality insights and provides macro analysis that is insightful & actionable. Prometheus accomplishes this by dissecting macro data in the US & then uses a rules-based quantitative approach to translate this analysis into portfolios.
- Stagflationary Nominal Growth to Disinflationary Nominal Growth Slowdown
- Inflation Volatility to Growth Volatility
- Nominal Economic Activity has Decelerated with Slowdowns in Growth & Inflation
- Transitory Period for Stocks & Bonds
- Monetary & Fiscal Policies Contractionary
- Pressure on Business Profitability will Pressure Labor Markets
- Margins Compressed
- Inflation Stabilization
- Labor Market
- Labor Participation is Down
- GDP Contraction: Trade Deficit
- Yield Curve Inversion
- Prometheus ETF Core Objectives
- Current Regime
- Asset Classes
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