6 questions from a radio interview I had this week.
Macro/Econ
The Michael Scott Economy
The snip-snap economy.
The Last Time Inflation Was This High
Similarities and differences between now and the inflationary 1970s and early–1980s.
The Biggest Argument in Finance Right Now
What if GDP contracts for two quarters but we don’t technically go into a recession?
The Present & the Past of Inflation
Having an open mind about what comes next with inflation.
Timing a Recession vs. Timing the Stock Market
It’s not always easy to predict the timing of a recession and what that means for the stock market.
The Next Recession
Why recessions are a necessary evil.
Is The Fed Making a Mistake?
Why is the Fed trying to push us into a recession?
What the Labor Market Means For the Stock Market
The labor market is on fire.
The Stagflation Risk
Larry Summers is worried about stagflation. Should you?