
Sign up to save your podcasts
Or


The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
You can use Macro30 to get 30% off your subscription at www.stenoresearch.com
By Andreas Steno Larsen and Mikkel Rosenvold4.1
1919 ratings
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
You can use Macro30 to get 30% off your subscription at www.stenoresearch.com

3,067 Listeners

588 Listeners

1,450 Listeners

902 Listeners

81 Listeners

357 Listeners

126 Listeners

80 Listeners

98 Listeners

464 Listeners

109 Listeners

278 Listeners

217 Listeners

419 Listeners

154 Listeners