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 <a href='http://www.stenoresearch.com/'>www.stenoresearch.com</a>🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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 <a href="http://www.stenoresearch.com/" rel="noopener noreferrer">www.stenoresearch.com</a>🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe&nbsp;Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

#10 - A steeper curve to create a recession - Guest: Bob Elliot

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)&nbsp; Find out more about Steno Research with the 30% discount code “macro30” at <a href="http://www.stenoresearch.com/subscribe">www.stenoresearch.com/subscribe</a>

Business

Investing

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)  Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)&nbsp; Find out more about Steno Research with the 30% discount code “macro30” at <a href="http://www.stenoresearch.com/subscribe" rel="noopener noreferrer">www.stenoresearch.com/subscribe</a>

Share #10 - A steeper curve to create a recession - Guest: Bob Elliot

Sign up to save your podcasts

#10 - A steeper curve to create a recession - Guest: Bob Elliot

#10 - A steeper curve to create a recession - Guest: Bob Elliot

More shows like Macro Mondays

Macro Voices

Top Traders Unplugged

Hidden Forces

Real Vision: Finance & Investing

Alpha Exchange

The Market Huddle

Saxo Market Call

At Any Rate

Macro Hive Conversations With Bilal Hafeez

Eurodollar University

Inflection Point

Forward Guidance

The Macro Trading Floor

Thoughtful Money with Adam Taggart

Monetary Matters with Jack Farley